-------
Figure 11: Excel 2010 Options Drop-Down Menu
On the Excel Options screen, select Trust Center in the left navigation bar (Figure 12):
i Populai
Formulas
Proofing
Advanced
Customize
Add -Ins
|
"'•-& Chan e the most o ular o tions in Excel
Top options for working with Excel
„
0 Enable Live Preview •
n Show Developertab in the Ribbon •
0 Always use C earType
Color scheme: Blue v
ScreenTip style: Showteature descriptions in Screenrps v
When creating new workbooks
Use this font: Body Font
Font size: 11 .v j
Default view for new sheets: Normal View v
Include this many sheets: |3 jj
Personalize your copy of Microsoft Office
User name: iMHeyward
[_ OK ] [ Cancel
Figure 12: Excel 2010 Options Drop-Down Menu
When the Trust Center options display opens, select Trust Center Settings in the bottom right portion of
the screen (FigurelS):
Truck Carrier Tool Data Entry and Troubleshooting Guide | P. 16
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Excel Options [?|[x|
Popular
Formulas
Proofing
Save
Advanced
Customize
Add -In s
Trust Center
Resources
\^ Help keep your documents safe and your computer secure and heahthy.
Protecting your privacy
Microsoft cares about your privacy. For more information about how Microsoft Office Excel helps to protect your privacy,
please see the privacy statements.
Show the Microsoft Office Excel privacy statement
Microsoft Office Online orivacv statement
Customer Experience Improvement Proaram
Security & more
Learn more about protecting your privacy and security from Microsoft Office Online.
Microsoft Windows Security Center
Microsoft Trustworthy Computing
Microsoft Office Excel Trust Center
secure, We recommend that you do not change these settings. 1 Imst Center Settings,..
/
Select j'
OK Cancel
Figure 13: Trust Center Settings Screen
Truck Carrier Tool Data Entry and Troubleshooting Guide | P. 17
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Choose the setting "Disable all macros with notification" (Figure 14) and select OK.
Trust Center
Trusted Publishers
Trusted Locations
Add-ins
ActiveX Settings
Macro Settings
Message Bar
External Content
Privacy Options
BE
Macro Settings
l-or macros in documents not in a trusted location: ff~~ ~~\
O Disable all macros without notification 1 Select
O .Enable all macros (not recommended; potentially dangerous code can run)
Developer Macro Settings
n Trust access to the VBA project object model
| OK | Cancel
Figure 14 Macro Settings Screen
Truck Carrier Tool Data Entry and Troubleshooting Guide | P. 18
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PART 2:
TOOL ORGANIZATION
Truck Carrier Tool Data Entry and Troubleshooting Guide | P. 19
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Basic Organization of the SmartWay Truck Carrier Tool
The Truck Carrier Tool is the basis of the SmartWay Partnership for Truck Carriers. Completion and
submission of a Truck Carrier Tool is the first step to becoming a SmartWay Truck Carrier Partner. Your
tool submission must be approved by EPA before you are officially a Partner.
The Truck Carrier Tool is organized around
• information screens
• forms or worksheets
• reports and summaries
Each screen or form opens up within a Microsoft Excel spreadsheet. The screens generally look like the
one shown here.
^7
_2
_3_
4
5
6
_7
8
9
10
11
_12^
13
14
15
16
Jl
16
19
21
22
_23_!
24 |
25
26
27
28
29
30
31
32
33
34
35
36
37
38
39
40
41
42
_43_
44
45
jfJL
47
S
V
x
Introduction
Welcome to the SmartWay Truck Tool. This version of the Truck Tool encompasses ground truck movements.
For additional Information such as the Tool user guide, technical manual or other support materials, select the button below:
Or call the SmartWay Helpline at: (734) 214-4767
Or email the Helpline at: smart way _transport@Jep3.gov
Green=BackgrOUnd
1
Tool Help and Navigation
Throughout the Tool, you will see numerous buttons. Becoming familiar with these buttons will make completing the Tool easier and faster. If a button contains
an underlined character, you can also select that button using the keyboard by typing the {Alt} key along with the underlined character.
Provides instructions for completing each screen
Allows you to add notes or clarifications (button
becomes yellow if a comment exists)
Checks your data input for missing or invalid
information
Enlarges the text on the screen
Sends an image of the screen to your default
printer
Proceed to the next screen
turn to the previous screen
£™des additional infbr™tion about data Bntr?
Link to video instruction regarding Tool data entry
and use
Figure 15: Screenshot of the Orientation of the Truck Carrier Tool in Microsoft Excel
Truck Carrier Tool Data Entry and Troubleshooting Guide | P. 20
-------
The gray screen is where you enter data. The light green background is the Excel workbook; this area
remains in the background is NOT used for data entry. For the purposes of your tool submission,
disregard the background workbook.
The name of each form appears at the top left-hand corner of the screen, in white text on the blue
window bar, and the reporting year for the Tool is prominently displayed at the top of the screen.
SmartWay*
Introduction
Welcome to the Smart Way Truck Tool. This version of the Truck Tool encompasses ground truck movements.
Figure 16: Screenshot of Title of Screen/Form
Each screen contains text instructions or information about the program. Where applicable, the screen
will also include buttons linking to the SmartWay website or other sections of the Tool (e.g., the various
data entry screens); these buttons will be shown in green and clearly labeled, as seen in Figure 17.
Go To Truck Tool Page of the SmartWay Website
Figure 17: Screenshot of Button Link in the Tool
The screens also contain navigation buttons to direct you through the Tool.
Figure 18: Screenshot of Selected Navigation Buttons in the Tool
When new concept/topic is introduced on a screen, a small question mark ([?]) appears next to it. When
you select the question mark, you will find additional definitions of terms or instructions to help you
complete the screen properly. You may also find additional, detailed instructional material on how to
successfully navigate and complete the different data entry screens within the Tool by selecting the
Screen
Demo
buttons at the bottom of selected screens.
Truck Carrier Tool Data Entry and Troubleshooting Guide | P. 21
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Reviewing the Introductory Screens
Before you reach your data entry section of the Tool, you will move through five introductory pages that
allow you to review the basics of participation in SmartWay for truck carriers. These screens are:
The "SmartWay Introduction" Screen
The "SmartWay Partnership Annual Agreement" Screen
The "SmartWay Tool Selection" Screen
The "Required Information" Screen
• The "US/Canada Operations" Screen
The features of these screens are described below.
Truck Carrier Tool Data Entry and Troubleshooting Guide | P. 22
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SMARTWAY INTRODUCTION SCREEN
The SmartWay Introduction screen is the first window that appears when the Tool is opened (Figure 19).
This screen contains:
• a button linking to the SmartWay website where you can view and download additional
information about the program, the Tool, and the technical basis for the calculations in the Tool
• descriptions of Tool Help and Navigation buttons found throughout the Tool
Truck
abates Version: 2.0.12
eleasedon: 1/1/2013
Introduction
Welcome to the SmartWay Truck Tool. This version of the Truck Tool encompasses ground truck movements.
For additional Information such as the Tool user guide, technical manual or other support materials, select the button below:
Go To Truck Tool Page of the SmartWay Website
Or call the SmartWay Helpline at: (734) 214-4767
Or email the Helpline at: smartway_transport@epa.gov
Tool Help and Navigation
Throughout the Tool, you will see numerous buttons. Becoming familiar with these buttons will make completing the Tool easier and faster. If a button contains
an underlined character, you can also select that button using the keyboard by typing the {Alt} key along with the underlined character.
Provides instructions for completing each screen
Allows you to add notes or clarifications (button
becomes yellow if a comment exists)
Checks your data input for missing or invalid
information
Enlarges the text on the screen
Sends an image of the screen to your default
printer
VIDEO
TUTORIAL
Proceed to the next screen
Return to the previous screen
Provides additional information about data entry
fields
Link to video instruction regarding Tool data entry
and use
Figure 19: SmartWay Introduction Screen
Of special note is the small question mark ([?]), which appears next to new concepts when they are
introduced throughout the Tool. Clicking the question mark will reveal additional definitions of terms or
instructions to help you complete the screen properly.
After selecting the ^^^^^^ button on the SmartWay Introduction screen, the SmartWay
Partnership Annual Agreement will appear.
Truck Carrier Tool Data Entry and Troubleshooting Guide | P. 23
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SMARTWAY PARTNERSHIP ANNUAL AGREEMENT SCREEN
SmartWay Partnership Annual Agreement
SmartWay
Truck
United States Version: 2.0.11
Released on: 01/03/2012
Partnership Agreement for Carriers
With this annual 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 SmartWay Tool,
(Existing fleets must report the 12 months of data for the prior year ending December 31, Newly formed companies require a minimum
of 3 months of operational data.)
2. Have performance results posted on the EPA SmartWay website/database.
3. Agree to submit supporting documentation to EPA for any data used to complete this tool and agree to EPA audit of this data upon
request by EPA,
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 benchmark data as this data becomes available to EPA.
3. Assist Partners in achieving emission and fuel usage reduction goals (subject to Federal Government 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 specific 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 annual 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 Tool annually constitutes agreement to all terms in this Partnership Agreement.
No separate agreement need be submitted.
By checking the box below, I declare that the information submitted via this tool is, to the best of my knowledge,
accurate. I understand that any person who, in the course of negotiating or performing under this Agreement, makes,
presents or submits a false or misleading statement to the government, or any person who makes a material omission
in the course of negotiating or performing under this Agreement, may be subject to liability under all applicable civil
and criminal statutes including 18 U.S.C. 1001 (criminal liability for false statements), 31 U.S.C. 3801 - 3812 (civil
liability for false statements) and 31 U.S.C. 3729-33 (The False Claims Act).
I* ll understand and agree to the terms of this agreement. |
Click to accept
Agreement
Figure 20: SmartWay Partnership Annual Agreement
Submitting a Truck Carrier Tool to EPA constitutes agreement to all terms of the Partnership Agreement,
which is required for joining SmartWay and remaining a partner in good standing
All participants in SmartWay are strongly advised to read the agreement thoroughly, especially since
some changes in the Agreement's wording have been made since the 2011 version of this Tool.
This screen presents the agreement details; in addition, a text version of the agreement is included in the
Appendix of this guide and in the Quick Start Guide for your convenience.
If you have been assigned the responsibility for completing your tool submission but are not in the
position to approve the agreement, acquire any necessary approvals before trying to input data into the
Tool.
To move to next screen, you must check the box indicating that your company accepts the terms of the
agreement.
Truck Carrier Tool Data Entry and Troubleshooting Guide | P. 24
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SMARTWAY TOOL SELECTION SCREEN
SmartWay offers several tools tailored for different business models and fleets. Most truck carriers will
use the Truck Carrier Tool; however, it is advisable to review this screen in the Truck Carrier Tool to make
sure it is the best option for your operations.
This screen provides basic information on three SmartWay tools (Truck, Logistics, and Multi-modal)
appropriate for different types of trucking operations. Your choice of tool will depend primarily on your
transport modes and the amount of business you contract to other companies.
Follow the flow chart in Figure 21 to determine which Tool is most appropriate for your fleet(s).
Click Here for More
Information
Select the I II button for further details.
Truck Carrier Tool Data Entry and Troubleshooting Guide | P. 25
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Smart Way Tool Selection
-SmartWay9
ruck
ersion: 2.0.12
Released on: 1/1/2013
Is this the right SmartWay roo/ for me?
You operate your own managed fleet
(owned or leased) with less than 5% of
your freight contracted with outside
companies.
*
NO
YES
Use Truck Tool
You contract out more than 5% of your
freight, i.e. you are a 3PL, broker, freight
forwarder or non-asset based carrier.
4
NO
YES
Use Logistics Tool
You operate your own managed fleet and:
Move 5% or more of your freight with a
third-party provider, or move more than
10°-» of your freight via rail
T
NO
Use Multi-modal Tool
Click Here for More
Information
Figure 21: Determining Which Tool is Appropriate for Your Fleets
Truck Carrier Tool Data Entry and Troubleshooting Guide | P. 26
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REQUIRED INFORMATION SCREEN
This next screen summarizes the information needed to complete the Truck Carrier Tool.
You may select
to create a hard copy to reference as you complete the rest of the Tool.
SmartWay Truck: Required Information
•SmartWay
Truck
United States Version: 2.0.11
Released on: 01/03/2012
Following is a brief description of the information you will need to complete the SmartWay Truck Tool. For further details,
please consult the SmartWay Truck Tool User Guide.
Partner Information
Company Information;
• Company Name, Address, City, State, ZIP, Country
• Main Phone, Website
Primary, Executive, and Other Contact Information
• Name, Title
• Address, City, State, ZIP, Country
• Phone, E-mail
Operator and Fleet Characterization Information (Fleet-Level Inputs)
• Partner and Fleet Names, Contacts
« Standard Carrier Alpha Codes (SCACs) and/or Motor Carrier numbers
« Fleet Type
« Percent Operational Control (greater than or less than 95%)
• Fleet-Level Operational Category (by percent of operation): Truckload, Less-than-Truckload, Dray, Package Delivery, Expedited
• Body Type (by percent of equipment) - Dry Van, Reefer, Flatbed, Tanker, Intermodal Chassis, Heavy/Bulk, Auto Carrier, Moving,
Utility, Specialized Hauler
Fleet-Level Operations Profile
« Percent long-haul and percent short-haul
* Fuel usage by truck class for each fuel type used (diesel/biodiesel, gasoline/ethanol, LPQ, LNQ and OMG)
* Fraction of hauls cubing out
• Commodity descriptions
• Number of trucks by engine model year and truck class (2b - 8b)
• Total, Revenue, and Empty miles driven (by class)
* Total conventional and biofuel use (by class)
« Average payload, average capacity volume, and percent capacity utilization (by class)
« Percent highway/rural operation, urban speed distributions, by class
« Average idle hours per truck (by class)
• Use of particulate matter control equipment by truck class and engine model year
« Details regarding sources of data
« Port Dray Program Details - optional for Drayage fleets
Figure 22: Summary of Required Information
While this screen serves as a reminder of your data input needs, refer to the Truck Carrier Tool Quick
Start Guide for more tips and worksheets to help you gather your data for efficient and accurate tool
completion.
Once you have navigated through the four introductory screens, you will be taken to the SmartWay Truck
Carrier Tool Home screen.
Truck Carrier Tool Data Entry and Troubleshooting Guide | P. 27
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US/CANADIAN OPERATIONS SCREEN
The last screen asks for information about any operations you have in both the US and Canada.
SmartWay US / Canadian Operations
SmartWay9
Report Year
2012
Truck
United States Version: 2.0.12
Released on: 1/1/2013
The SmartWay Transport Partnership is now being administered in both the United States and Canada. The Partnership operates the same in both
countries, with the exception that in Canada the data is collected in metric and the tools are also offered in French.
PLEASE NOTE:
- Companies should only submit data to one country.
- Partners will be recognized in both the United States and Canada.
To allow the United States and Canada to determine geographic-based impacts, please answer the following questions about your freight
operations in both countries.
Please indicate the percentage of your fleet(s) that is made
up of United States licensed vehicles versus Canadian licensed
vehicles:
tool % licensed in the United States
% licensed in Canada
Please indicate the approximate percentage of your total fuel
consumed by United States vehicles versus Canadian vehicles:
loo % fuel consumed by US licensed vehicles
n % fuel consumed by Canadian licensed vehicles
What is your percentage of fuel consumed by licensed veicles based
r As Reported to IFTA Form 441 for tax reporting (interstate)
f' As Reported to individual state for tax reporting (intrastate)
r Determined using software
'•' Vehicle-based data collection
r' Eased on MPG estimates
11 Other (please indicate):
Based on a combination of IFTA and internal records based on fuel purchase
recipts
Do your US licensed vehicles and Canadian licensed vehicles
generally operate using the same fuel mix?
a yes
f No (please describe):
r N/A
Figure 23: Screenshot of the US/Canadian Operations Screen
The SmartWay Transport Partnership is now being administered in both the United States and Canada.
The partnership operates the same way in both countries; however, data collection for Canadian partners
is collected in metric units and there are French translations of all tool screens and guidance.
If your company operates in both the United States and Canada, note that you should ONLY SUBMIT ONE
TOOL. You may select either the US tool or the Canadian tool, and your partnership participation will be
recognized in both countries.
To allow the United States and Canada to accurately determine the impacts of freight operations in each
country, you are asked to complete a single screen indicating:
• The percentage of your fleet(s) that utilizes vehicles licensed in the United States vehicles vs.
vehicles licensed in Canada.
• The approximate percentage of your total fuel consumption that is US-based vs. Canada-based
• The source of your total fuel consumption estimates
• The degree to which your Canadian fleets and US fleets use the same fuel mix
Truck Carrier Tool Data Entry and Troubleshooting Guide | P. 28
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Basic Overview of How to Complete the Tool
All data entry screens are reached by starting with the Home screen.
Figure 24 displays the structure of the Home screen.
Smart Way Truck: Home
•SmartWay
Report Year
2012
Please complete the following steps. Check boxes on the left indicate successful completion
1. Enter Partner Name (Exactly as it should appear on the SmartWay website):
2.
3.
Enter Contact Information
Characterize your Fleets
4. Select Fleet for Data Entry (Double-click the fleet name or select and hit Enter):
Review Year-to-Year Comparison
View Your Data Reports
Provide Additional Information
iJ
8. ^^^MrmimEILMEEmSEiEZa^^^™ ? I
1 Be sure to read carefully the directions that appear when you select this option.
Truck
United States Version: 2.0.12
Released on: 1/1/2013
VIDEO
TUTORIAL
Figure 24: Main Tool Navigation or "Home" Screen
Truck Carrier Tool Data Entry and Troubleshooting Guide | P. 29
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SECTIONS OF THE TOOL
The Truck Carrier Tool Home screen contains eight sections. Each section links to additional screens or
worksheets within the Tool which are described below:
Section 1: Enter Partner Name (data field): Specify your company's Partner Name, exactly as you
want it to appear on the SmartWay website.
Section 2: Enter Contact Information (button): This button takes you to a screen that asks for
general company contact information, a primary SmartWay point of contact, and an
executive-level contact. Additional contacts may also be included.
Section 3: Characterize your Fleets (button): This button takes you to a screen that asks you to
define all the fleets your company operates and provide information describing their
operation. Once these parameters are defined, the software will enable you to generate
blank data entry forms for each fleet.
Section 4: Select Field for Data Entry (list): This section allows you to select the fleet for which you
will be entering performance and fleet composition information necessary to calculate
fleet efficiency metrics for your fleet; a list will indicate the fleet(s) defined and
characterized in section 3.
Section 5: (Optional) Review Year-to-Year Comparison of Fleets (button): This optional step allows
you to compare previous year data entries to one another or to the data entered for the
current year. The comparison reports provide a useful tool for performing quality control
of current data, as well as a method for evaluating trends in operation changes, activity
levels and fleet performance over time.
Section 6: (Optional) View Your Data Reports (button): Here you can view final summaries of your
data including all data inputs, fleet performance summaries, an "out of range" report
(summarizing inputs that are higher or lower than expected values) and a summary of
comments you have entered.
Section 7: (Optional) Provide Additional Information (button): Here you can provide information
about your company's environmental accomplishments and give EPA feedback about the
SmartWay program
Section 8: Generate File to Send to EPA (button): This button creates a version of the Tool (in XML
format) for you to send as an attachment in an e-mail to your Partner Account Manager
(PAM). Selecting the OK button on this screen does not automatically submit the file to
EPA; you still need to submit it to EPA by attaching it in an e-mail.
ENTERING YOUR DATA
With the exception of Section 1, clicking on the buttons or list items in Sections 2 through 7 will take you
to additional screens and worksheets that comprise the data entry segments of the Tool.
The first four sections of the home screen are mandatory and MUST be completed in order. These
sections comprise all the data collection steps needed to complete your SmartWay Truck Carrier Tool.
After they are completed, you can review your output and/or submit your tool to EPA.
Truck Carrier Tool Data Entry and Troubleshooting Guide | P. 30
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Once you complete each mandatory step, a
VALIDATING YOUR DATA
will appear on the left of the screen.
The Truck Carrier Tool includes range checks and other validation rules to help identify potential data
entry errors and/or unusual data values. To identify potential data problems and ensure a high quality
data submission, select the
VALIDATE
SCREEN
button before moving on to the next screen.
The tool will identify any potential data problems on that screen and prompt you to modify the entry or
provide a text explanation for legitimate anomalies.
SAVING YOUR DATA
You can save the data you have entered at any time by selecting the ^^^^^^B button that appears
at the bottom of all screens (including the Home screen). EPA recommends saving your data frequently if
you are entering information for large numbers of fleets and/or vehicle classes.
REVIEWING YOUR DATA
PRINT
SCREEN
Each screen within the Tool has a ^BiaflMiM \ button. To generate a hard copy of screen text or your
data inputs, select this button. The screen will be printed on your default printer. Alternately, you can
return to the Home screen, select the
button, identify
the report of interest using the Reports Menu, and print them out for review. The data reports provided
View Your Data Reports
by the Truck Carrier Tool are discussed further in the
section of this guide.
PROVIDING ADDITIONAL INFORMATION
The Truck Carrier Tool includes an optional section that allows you to provide EPA with additional
information regarding your company's environmental stewardship, potential use of the SmartWay Logo,
and general feedback regarding the SmartWay program.
SUBMITTING DATA TO SMARTWAY
Detailed instructions on properly submitting your data to EPA is included in this guide on page 98.
Truck Carrier Tool Data Entry and Troubleshooting Guide | P. 31
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PART 3:
SECTION-BY-SECTION
DATA ENTRY GUIDANCE
Truck Carrier Tool Data Entry and Troubleshooting Guide | P. 32
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Preparing for Data Entry
To participate in SmartWay, truck carriers need to gather the following essential information to complete
the Truck Carrier Tool:
• The official company name EXACTLY as you would like it presented on the EPA website
• Company contact information
• Contact details for your primary contact
• Contact details for an executive contact (cannot be the same as the primary contact)
• Split between US/Canada operations
• Quarterly IFTA statements2 (for activity data) for the reporting calendar year
• Fleet details for all fleets you control:
o SCACs, MCNs, or DOT number information
o Total inventory of vehicles in your fleet(s), sorted by vehicle class and engine model year,
body type, and operational category for the reporting calendar year
o Total miles, revenue miles and empty miles
o Total diesel and biodiesel use by class
o Average payload, average capacity volume, and percent capacity utilization by class
o Average idle hours per truck
o Use of particulate matter control equipment by truck class and engine model year (if
applicable)
• Data sources for all data to be entered
• SmartWay ID number )if this is not your first tool submission)
This data must be provided for all of your company's fleets. This data reflects the amount of freight
carried by each carrier, the distance that freight is carried, and the fuel consumed to carry the freight.
The next four sections of this guide explain how to enter your data on each of the required and optional
screens. You must complete these first four sections of the Home screen in order.
2 If applicable.
Truck Carrier Tool Data Entry and Troubleshooting Guide | P. 33
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Section 1 Data Entry: Enter Partner Name
SECTION 1 OVERVIEW
Section 1 of the Truck Carrier Tool asks you to "Enter Partner Name."
SmartWay Truck: Home
SmartWay
Report Year
2012
Please complete the following steps. Check boxes on the left indicate successful
1. Enter Partner Name (Exactly as it 'hnil'j ,ipr mi iMIn HI ii'l'h" website):
Enter your Partner
Name precisely as you
want it on the EPA
Truck
irsion: 2.0.12
in: 1/1/2013
| ABC Trucking, Inc. „
Figure 25: Field for Entry of Partner Name on Truck Carrier Tool Home Screen
EPA publishes your company's official name on the EPA SmartWay website. This is how your customers
will know that you are a SmartWay Partner. The name that EPA lists is known as your "Partner Name"
and is defined within Section 1 of the Truck Carrier Tool.
Therefore, it is essential that you specify your company's Partner Name EXACTLY as you want it to appear
on the SmartWay website.
Pay special attention to proper capitalization, abbreviations, and punctuation, and remember that EPA
will use whatever you enter EXACTLY as reported.
Steps for Entering Partner Name
1. Type your Partner Name EXACTLY as you would like it to appear on the SmartWay website in the
field as indicated.
2. Proceed to Section 2 to enter contact information.
Truck Carrier Tool Data Entry and Troubleshooting Guide | P. 34
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Section 2 Data Entry: Enter Company and Contact Information
SECTION 2 OVERVIEW
The Contact Information section is where you identify all points of contact between EPA and your
company that are related to your participation in SmartWay.
Section 2 asks you to click a green button labeled "Enter Contact Information."
Please complete the following steps. Check boxes on the left indicate successful completio
7
i.
2.
Enter Partner Name (Exactly as it should appear on the SmartWay website):
ABC Trucking, Inc.
~ ^N
Select "Enter
Contact
Information"
Figure 26: Select Contact Information Button on "Home" Screen
You will then be taken to the Contact Information Screen. The Partner Name entered on the Home
screen will appear automatically at the top (see arrow in Figure 27). On this screen you establish the
following details about your company:
1. Partner Information includes details about the company location, phone numbers, and web
address.
2. The Primary Contact is the person assigned to work directly with EPA regarding timely and
accurate tool submission, and is responsible for assembling information to complete/update
fleet data; completing and updating the Tool itself; maintaining direct communication with
SmartWay; and keeping interested parties within the company apprised of relevant
developments with SmartWay. (NOTE: To ensure that e-mails from SmartWay/EPA are not
blocked, new primary contacts may need to add SmartWay/EPA to their preferred list of
trusted sources.)
3. The Executive Contact is the company executive who is responsible for agreeing to the
requirements in the SmartWay Partnership Annual Agreement, overseeing the Primary
Contact (as appropriate), and ensuring timely submission of the Tool to SmartWay. The
executive contact also represents the company at awards/recognition events. This person
should be a Vice President or higher-level representative for the company.
4. Other Contacts include any other company representatives that have a role in your
participation in SmartWay. These may include representatives from other business units,
media/public relations, staff, or anyone who has responsibility for specific fleets beyond the
person listed as the primary contact. This is especially important as you will be identifying
individual fleets in the Tool and will be assigning contacts to each fleet separately.
NOTE: You must supply at least two unique contacts on the contact page. While the primary contact
and the executive contact can be there same person, you must also supply another person's name in
the "Other Contacts" field to ensure EPA has access to at least two people for Tool submission follow-
up.
Truck Carrier Tool Data Entry and Troubleshooting Guide | P. 35
-------
I
1. Partner Information:
Partner Name* |ABC Trucking, Inc.-
Addressl*
Address2
City*
Main Phone* |
Web Site*
2. Primary Contact: ? I
Name | 3 First*
Title*
State
ZIP*
r^
Toll Free: 1
Country* |
*r
MI: | Last*
Use Partner Address
Addressl*
Address2
City*
Phone*
Email*
State* ] 3 ZIP*
Ext:|~~ Cell: [
Country*
Fax:
3. Executive Contact: ? |
Name*
l~ Same as Primary Contact ? |
Add/Edit Executive Contact
4. Other Contacts:
Required
Add New Contact
Edit Selected Contact I Delete Selected Contact
Figure 27: Blank Contact Information Screen
Each field marked with an asterisk must be filled out. You will not be able to submit the Tool to
SmartWay without this information.
Truck Carrier Tool Data Entry and Troubleshooting Guide | P. 36
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STEPS FOR ENTERING CONTACT INFORMATION:
1. Enter the Partner Information details in Section 1 of the Contact Information screen.
2. Enter Primary Contact details in Section 2. If the Primary Contact's address is the same as the
company, you can select the ^fcjjafcjjmiimiiJB button to automatically fill in the address
section of this record.
3. Enter the Executive Contact details in Section #3 by selecting the
[j£fifl£UdilittiUttiiSiU3iUJ button to the right; enter the required data. If the Primary Contact and
Executive Contact are the same, simply check the Same as Primar* Contact box tQ auto.popu|ate
the Executive Contact information. However, note that you MUST have at least two different
contacts on the Contact Information screen, and in this case you will be required to add a contact to
the "Other Contacts" section.
Add New Contact
4. Enter Other Contacts (if applicable) in Section 4 by selecting the ^^BuaaiBiiiiiBiili^^HI button.
A new contact field will appear, labeled Other Contact Information. Enter the first Other Contact
then select OK when done. You can add more contacts by selecting "Add New Contact" again. If you
wish to edit an existing contact's information, highlight the name you wish to edit and then select the
Edit Selected Contact
and then selecting the
button. You can remove an existing contact by highlighting the contact
button.
Delete Selected Contact
5. Select
VALIDATE
SCREEN
at the bottom of the screen. If any information is missing, a dialogue box will
appear informing you what additional information is required.
6. When finished, select the
Section 3.
button to return to the Home screen and proceed to
NOTE: The Preferred Language of Correspondence is set to English for participants in the U.S. SmartWay
program at this time and may not be changed. SmartWay Canada allows submissions in English or
French.
Truck Carrier Tool Data Entry and Troubleshooting Guide | P. 37
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Section 3 Data Entry: Characterize your Fleets
The third section of the Tool is the "Characterize your Fleets" section. This is the section where you will
define the various components of your fleets.
The Truck Carrier Tool allows you to assess your operations by defining multiple fleets. If a customer has
the ability to hire a specific fleet by name or type, you should add that fleet to the list of fleets that you
will characterize in the Truck Carrier Tool. Do not include internal company fleet definitions or
designations—only include separate fleets as they would be identified and hired by your customers.
There are four screens in the Fleet Characterization section of the Tool:
• Identify Fleets
• Fleet Details
• Operation Categories
• Body Types
Each screen, and the steps required to complete it, is described below.
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"IDENTIFY FLEETS" SCREEN OVERVIEW
The Identify Fleets screen is shown below:
SmartWay: Fleet Characterization - Truck
Operation Categories
Body Types
List all your fleets that your customers can specifically hire. DO NOT list internal fleet designations that are invisible to your customers. Example: ABC
Trucking Inc. has two divisions; ABC Truckload and ABC Intermodal. If shippers can hire "ABC Truckload division" separately from "ABC Inlet-modal"
Division," then list them as separate fleets; otherwise simply list "ABC Trucking, Inc."
Fleets should be named EXACTLV as you want them to appear on the SmartWay website. The Fleet Name prefix (Partner Name) is carried over from step
one on the homepage. If appropriate, enter the Fleet Name Identifier (fleet name suffix.) Example: Enter "ABC Truckload Division" in the Fleet Name
Identifier space.
The Fleet name as it will be displayed on the SmartWay website will be listed to the right. Example: ABC Trucking Inc. ABC Truckload Division. Double check
that this is how you want your fleet listed.
To add fleets, select the "Add Another Fleet" button at the bottom of the screen. When you have added all your fleets, select the Fleet Details tab at the
top of the screen or select the NEXT button to proceed.
Fleet (P.
'artner Name) _? I
Fleet Identifier
Fleet Name
(exactly as it will appear on the SmartWay Website)
|ABC Trucking, Inc.
|ABC TruckJng, Inc.
Delete Checked Ro
Screen
Demo
Figure 28: Identify Fleets Screen
You will be asked to establish a name for each fleet that a customer can hire. The Truck Carrier Tool
combines your Partner Name (as defined on the Home screen in Section 1) with a Fleet Identifier that
you provide on the Identify Fleets screen to establish your final Fleet Name.
Each of your fleet names will begin with the name of your company. This fleet "prefix" will be whatever
you enter in the Fleet (Partner Name) field on the Identify Fleets screen. By default, this field is
automatically populated with the first 50 characters of the Partner Name that was entered on the Home
screen; however, you may change the prefix here by simply typing your desired prefix into the field below
the heading Fleet (Partner Name). You should specify the Fleet prefix so that it appears EXACTLY as it you
want it to show within each fleet name. Pay special attention to proper capitalization, abbreviations,
punctuation, and suffixes (such as Inc. or Ltd.) and adjust as necessary.
Remember that this prefix will be automatically inserted at the start of each of your fleet names in the
SmartWay Carrier Data File. Whatever you enter for Fleet prefix for the first fleet will automatically be
used for any additional fleets you add. Similarly, any edits you make to the Fleet prefix for the first fleet
will automatically be reflected on each subsequent fleet.
Truck Carrier Tool Data Entry and Troubleshooting Guide | P. 39
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To define each fleet name, you will be required to enter the Fleet Identifier. This should be an
identifier recognizable to your customers. Again, make sure to specify each Fleet Identifier name
exactly as you want it displayed in the SmartWay Carrier Data File, including proper capitalization, any
abbreviations, and punctuation. Remember that it will automatically be combined with the Fleet prefix
(Partner Name) field.
Once you have added your Fleet Identifiers, the complete fleet name (with Partner Name prefix and Fleet
Identifier combined) will appear in the grayed-out box on the far right of the Identify Fleets screen.
a. Final Fleet Name F,eetName
1 1. -, •!: ) . 1. -ntih. -r ' 1 — ^ (™rtly *. it mill appear nn the smal.nilay w.-lisil .- )
1 ^= 9*
|~ fl~ ABC Trucking, Inc, Dry Van Fleet ABC Trucking, Inc.; Dry Van Fleet
T |2 |ABC TrucWng, Inc, Dray Fleet ABC TrucWng, Inc.: Dray Fleet
Figure 29: Example of final Fleet Name formating
NOTE: If you have only one fleet, you may leave the Fleet Identifier field blank, in which case your fleet
name will simply be presented as the "Partner Name" you entered.
If you have more than one fleet, you will need to add the fleets separately. To enter another fleet, select
the
Add Another Fleet
button.
Adding Comments assists SmartWay Tool reviewers in approving your Tool as quickly as possible. Your
comments help reviewers understand your business operations. Any details that you can provide related
to your operations will speed up approval time.
The
ADD
COMMENTS
button located at the bottom of the screen allows you to enter notes about the data
collection process, your assumptions and methods, or other information. These details could prove useful
for your reviewer when you or someone else completes the Tool next year.
ADD
COMMENTS
The
particular screen.
button will be highlighted in yellow on your screen if comments have been added for a
The button will then read
VIEW/EDIT
COMMENTS
to indicate to your reviewer that there are comments to be read.
Truck Carrier Tool Data Entry and Troubleshooting Guide | P. 40
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If, at a point later in the data entry process, you realize that you need to add a new fleet or delete an
existing fleet, you can return to the Identify Fleets screen.
To add a new fleet, follow all of the instructions on the screen regarding defining your fleets, including
CREATE
FLEET(S)
selecting the mMOmtsi^ button at the end of the process. When you select this button, the system
will create blank data entry forms only for the new fleet(s) you have added; the existing fleets will not be
affected.
If you need to delete an existing fleet, simply check the box next to the fleet and then select the
Delete Checked Rows
I button. And, as on the other tabs, there is a
button
as well as an
ADD
COMMENTS
button. Selecting
.will take you back to the Home screen
STEPS FOR COMPLETING "IDENTIFY FLEETS" SCREEN:
i.
2.
3.
4.
On the Home screen, select the
Characterization screens.
Characterize your fleets
I button to display the Fleet
Confirm that the Fleet (Partner Name) that appears automatically is correct and appropriate for
your fleets. If not, make changes in the field under the heading "Fleet (Partner Name)."
Enter the "Fleet Identifier" for your first (or only) fleet.
Enter additional fleets as needed:
a.
b.
c.
Add Another Fleet
To enter another fleet, select the HJHHJJJJIJJUIHH button.
To delete a fleet, select the box next to the row you wish to delete, and then select the
button.
Delete Checked Rows
Once you have confirmed or modified the Partner Name and specified the Fleet
Identifiers, the full Fleet Names will be displayed on the screen to the right, exactly how
they will be displayed on the SmartWay website.
5. To proceed, select the Fleet Details tab at the top, or simply select the
the bottom of the screen.
button at
6. Before moving on, a popup screen will appear asking you to verify that you are satisfied with your
fleet name(s).
7. Verify that the fleet name(s) show exactly what you want customers to find in the SmartWay
Carrier Data File.
8. Select OK to proceed to the next screen. You may return to this screen later to revise your fleet
name(s) if necessary.
Truck Carrier Tool Data Entry and Troubleshooting Guide | P. 41
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"FLEET DETAILS" SCREEN OVERVIEW
The Fleet Details Screen is shown below:
SmartWay: Fleet Characterization - Truck [Xj
Identify Fleets Fleet Details
Operation Categories Body Types
This Tool should only be used by companies that "control" their own truck fleets. If you move 10% or more of your freight via rail, or have a logistics
division, you should use the Multi-modal Suitel. "Control" means that you own or lease, and route/maintain the trucks in your fleet for at least 95% of
the miles that fleet travels. A 5% "non-control" allowance is made for contracting occasional overflow or seasonal scheduling. For each fleet check the
"Control" box and input SCAC, MCN, DDT, Fleet-type, and fleet contact information . Vour customers may search for your company in the SmartWay
Shipper Tool, Logistics Tool, and Multi-modal Suite using this information, so double-check that you have input it correctly.
After completing the information on this screen, select the "Operations Categories" tab above or select the NEXT button at the bottom of this screen.
Fleet Name c£*rol -ll SCAC(s) 2\ MCN 2\ DOlJll Fleet Type jJ Fleet Contact _ll
1: ABC Trucking, Inc.: Dry Van Fleet
2: ABC Trucking, Inc.: Dray Fleet
r lid
r 1 lid
d
d
Figure 30: Fleet Details Screen
The Truck Carrier Tool is designed only for fleets over which you have total control. The Fleet Details
screen asks you to:
1) Verify and declare that you have control,
2) Add identifying information to help SmartWay Shippers and Logistics Company Partners find your
fleets, and
3) Identify the contacts for each of the fleets you defined in the previous screen.
"Control" means that you operate/route the vehicles, regardless of ownership status. Control includes
dedicated fleets that you operate for other parties. If you can actively affect the fuel efficiency of the
truck and collect the data necessary on that truck to include in this tool, you have control.
SmartWay understands that there are many organizational/operational variations in the trucking
industry and there may be "gray" areas that need further clarification. If you still have questions, you
may contact your assigned SmartWay Partner Account Manager or the SmartWay help line at 734-214-
4767.
NOTE: If you contract out more than 5% of a fleet's operation, the SmartWay Logistics Tool should be
used for that fleet.
Once you have confirmed that you control the fleets you have identified, you will be asked to provide
further data that helps customers identify your fleets. The Truck Carrier Tool asks you to provide three
types of industry identifier codes for each your fleets.
Truck Carrier Tool Data Entry and Troubleshooting Guide | P. 42
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• Standard Carrier Alpha Codes (SCACs) are unique 2-4 alphabetic character codes used by the
transportation industry to identify transportation companies. SCACs are assigned by the National
Motor Freight Traffic Association, Inc., (NMFTA). If you cannot remember your SCAC(s), contact
NMFTA before proceeding. You can find NMFTA contact information at
http://www.nmfta.org/Pages/ContactUs.aspx.
• Motor Carrier Numbers (MCNs): are 6 or 7 digit numbers provided by the Federal Motor Carrier
Safety Administration.
• Department of Transportation (DOT) Numbers are carrier identification number issued to all
carriers in the U.S. by the Federal Motor Carrier Safety Administration, and can be up to 7 digits
in length.
Entering SCACs, MCNs, and DOT number is optional; however, if you have this information you are
encouraged to supply it to make sure that SmartWay Shippers and Logistics companies can find you.
You will also need to establish the Fleet Type for each of your fleets, which is defined as the service type
for your fleet. There are two options accepted by the Tool—"For-Hire" and "Private/Dedicated." If your
company has only one fleet, your "Fleet Type" selection will reflect your company's operations as a
whole. If there are multiple fleets, each will have its fleet type defined separately.
Finally, you will identify a Fleet Contact for each fleet. This contact should be one of the contacts
already identified in the Contact Information section as the contact for each fleet.
NOTE: A drop-down menu in the Tool will supply this information; if there is a contact for the fleet that
is not already listed in the Contacts worksheet, you will need to go back to the Company and Contacts
screen to add the required contact information.
STEPS FOR COMPLETING "FLEET DETAILS" SCREEN
1. For each fleet, if you control over 95% of the operation of the vehicles (weighted by miles) check
the box labeled "95+% Control."
2. Enter SCAC, MCN, and DOT identifiers (optional) for each fleet listed. If you have a single fleet
that has multiple SCACs, enter all of them into the SCAC field, and separate them with commas.
• While it is not required to enter SCAC, MCN, or DOT information for each fleet, it will
help shippers and logistics companies searching by those parameters in the SmartWay
database to easily find your fleet for inclusion in their Tool.
3. Select your Fleet Type (either "For-Hire" or "Private/Dedicated") for each fleet listed.
4. Select a Fleet Contact from the drop-down menu for each fleet listed. If the appropriate fleet
contact is not listed, go back to the Contact Information screen (see Section 2), and enter that
name under "Other Contacts." Then return to this screen to add the name from the drop-down
menu.
5. Click the ' button or select the Operation Categories tab at the top to proceed to
the next section.
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"OPERATION CATEGORIES" SCREEN OVERVIEW
The Operation Categories Screen is shown below:
SmartWay: Fleet Characterization - Tru
Identify Fleets
Fleet Details
Operation Categories
For each fleet, enter the percentage of total miles driven that fall into each operation category. Percentages must sum to 100 percent for each fleet.
When finished, select the "Body Types" tab above or select the NEXT button at the bottom of this screen.
Operation Category (%)
Partner/Fleet Name
Less Than Package
Truckload Truckload Drayage Delivery Expedited Total
1: ABC Trucking, Inc.: Dry Van Fleet
2: ABC Trucking, Inc.: Dray Fleet
1 100
1 100
Figure 31: Operation Categories Screen - Example Fleet Inputs
For each fleet, you are asked to estimate the percentage of total mileage that is operated in each of five
operation categories defined in the Tool. These Operational Categories are defined below:
• Truckload (TL) operations involve movement of large amounts of homogeneous cargo,
generally the amount necessary to fill an entire semi-trailer or intermodal container. A
truckload carrier is a trucking company that generally contracts an entire trailer-load to a
single customer.
• Less-than-truckload (LTL) operations involve collecting freight from various shippers and
consolidating that freight onto enclosed trailers for linehaul to the delivering terminal or
to a hub terminal where the freight will be further sorted and consolidated for additional
linehauls.
• Drayage (Dray) operations are predominantly associated with port or
railhead connections where freight is picked up and moved to a transfer facility
or transport mode terminal. These moves are often short in nature, but can be longer
depending on specific situations.
• Package delivery (PD) operations are characterized by residential or business package
pickup/delivery consisting primarily of single or small groups of packages. Package
delivery does not include larger scale pickup/delivery operations that are more properly
characterized as LTL operations.
• Expedited operations are time-sensitive freight shipments, with trucks typically waiting
on stand-by.
You will be asked to enter the percent of each operational type based on approximate mileage. This
percentage calculation does not need to be exact; however, it should be a reasonable representation of
your fleet's operations.
Truck Carrier Tool Data Entry and Troubleshooting Guide | P. 44
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NOTE: You should define your fleet's operations based on your customers' ability to choose them. For
example:
• If a fleet is a mix of TL and LTL, you will indicate the percentages of each.
• If customers can choose to hire your TL fleet, your LTL fleet, or your dray fleet separately, then
each should be regarded as a separate fleet.
STEPS FOR COMPLETING "OPERATION CATEGORIES" SCREEN:
1. For each fleet identified, estimate the percentage of mileage each fleet spends in the five
defined operation categories and enter your estimates in the fields provided. Leave the field
blank if no mileage is associated with that operation category for that fleet.
2. Click the ' button or select the Body Types tab at the top to proceed to the next
section.
Truck Carrier Tool Data Entry and Troubleshooting Guide | P. 45
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"BODY TYPES" SCREEN OVERVIEW
The Body Types screen is shown below:
SmartWay: Fleet Characterization Truck
Identify Fleets Fleet Details
Operation Categories
Body Types
For each fleet, enter the percentage of total vehicles by hody type. Percentages must sum to 100 percent for each fleet.
When finished, select the CREATE FLEET(S) button at the bottom of this screen to create the data entry forms for your fleets.
Body Type (%)
Partner/Fleet Name
Heavy/ Auto Special
Dry Van Reefer Flatbed Tanker Chassis Bulk Carrier Moving Utility Hauler
1: ABC Trucking, Inc.: Dry Van Fleet
2: ABC Trucking, Inc.: Dray Fleet
100
100
100
100
Figure 32: Example for Body Types Screen
Body Type categories as defined in the Truck Carrier Tool are:
Dry van
Refrigerated (Reefer)
Flatbed
Tanker
Intermodal chassis containers (pooled and owned)
Heavy/Bulk hauler
Auto carriers
Moving
Utility3
Special hauler (e.g., Hopper, Livestock, and other specialized carriers)
STEPS FOR COMPLETING "BODY TYPES" SCREEN:
1. For each fleet, enter an estimate of the percentage of fleet mileage associated with each body
type. The percentages specified can be approximate, based on vehicle populations. The
percentages for each fleet must sum to 100%.
Describe
NOTE: If you specify activity for Special Haulers, a — I button will appear next to the cell entry. You
must select this button and provide a text description of your specialty haulers.
CREATE
FLEET(S)
2. Once you are sure your information is input correctly, you may select the
at the bottom of the page. You will automatically be returned to the Home screen.
button
The utility category encompasses class 2b to 8b vehicles that do not carry typical commercial freight. Examples include garbage,
recycle, service, work, dump, landscape, cement, bucket, boom, ambulance, armored, fire, farm, wrecker, and other similar trucks.
Because these trucks do not carry traditional freight payload, the user should self-define their payloads so as to make the emissions
per payload efficiency useful to the user. SmartWay will not use the emissions per payload results for the utility category. Users may
experience yellow or red warning labels on the Activity screen due to the unique nature of utility "payload." In the case of red alerts,
simply input text defining your special conditions in the required text boxes that appear.
Truck Carrier Tool Data Entry and Troubleshooting Guide | P. 46
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Section 4: Select Fleet for Data Entry (providing activity and fuel
consumption information for your fleets)
In Section 4 of the Truck Carrier Tool, you will enter detailed activity and fuel consumption data for each
of the fleets you identified and characterized in Section 3.
All Truck Carriers should enter the most recent 12 months of data into the Tool. If you are submitting
for the first time and do not have a full year of operational data, you must collect a minimum of three
months' data for input to submit a tool and join SmartWay. You will be required to submit a full year's
data in the follow year's submission.
You will select and enter information about each fleet separately. To begin entering data for a fleet, you
must first review the fleet's status in the Section 4 status window.
Truck Carrier Tool Data Entry and Troubleshooting Guide | P. 47
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FLEET STATUS REVIEW OVERVIEW
Once you have returned to the Home screen, you will see all of your fleets listed in the window below
item # 4: Select Fleet for Data Entry.
SmartWay Truck: Home
SmartWay
Report Year
2012
Please complete the following steps. Check boxes on the left indicate successful completion
1. Enter Partner Name (Exactly as it should appear on the SmartWay website):
ABC Trucking, Inc.
Enter Contact Information
Characterize your Fleets
4. Select Fleet for Data Entry (Double-click the fleet name or select and hit Enter):
....ABCIrucking1.Inc,:.Dry''yai 11 loot Nut Checked...
ABC Trucking, Inc.: Dray Fleet - Not Checked
Review Year-to-Year Comparison
Fleet File
Status
Indicators
View Your Data Reports
Provide Additional Information
8. ^^^m I I I 11 11 I III 11 I I I I 11 I I I hl^^^MI ? I
1 Be sure to read carefully the directions that appear mrhen you select this option.
Truck
United States Version: 2.0.12
Released on: 1/1/2013
Screen
Demo
Figure 33: Home Screen - Fleet Status Prior to Activity and Fuel Data Entry
A status message appears after each fleet, indicating whether or not the data entry for that fleet is
complete. There are three possible status messages:
• Not checked - Data has not been entered yet.
• Incomplete - Some data is still missing and/or inconsistent.
• Complete - All data requirements have been met and validation has occurred.
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In addition to the status messages above, you may also see one of two qualifiers: "Errors" or "Warnings."
• Errors prevent you from generating internal metrics reports (under the "View Your Data
Reports" section of the tool), and must be addressed before you can submit your tool to EPA.
However, with errors, you will be able to use the Year-to-Year Comparison Report to help
identify missing data or otherwise clarify uncertainties by referring to previous year
submissions.
• Warnings will still allow you to run internal metrics reports and submit your data to EPA.
However, it is strongly recommended that you carefully review each warning message
before sending your data to EPA so that you can anticipate questions that may come from a
partner account manager (PAM) as a result of your data being outside the expected ranges.
The method of addressing errors and warnings is described for the various input screens in
the following sections.
To add data to a particular fleet file, highlight the fleet name and then double-click. You will then proceed
to the Tool data entry screens.
STEPS FOR SELECTING A FLEET TO REVIEW:
1. Using your mouse, select and highlight the name of the fleet for which you wish to enter data.
2. Double click the name; you will then be taken to the General Information data entry screen for
that fleet.
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"GENERAL INFORMATION" SCREEN OVERVIEW
The General Information screen is shown below:
Truck: ABC Trucking, Inc.: Dray Fleet
Diesel
^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
Please enter general information for this fleet. To enter comments about this fleet, use the Comments button that appears near the bottom right i
of this and all subsequent screens.
Current Status of this Fleet: Not Checked
1. Short-haul vs. long-haul split: _?J
Short Haul | %
Long Haul | %
2. Fuel types found in this fleet (indicate all that apply): _?]
^ biesej / Bjodjjesei j l~ LPG F CNG F Hybrid
F Gasoline / Ethanol F |_NG l~ Electric
6. Port Dray Program _?J
Check this box if you wish to participate in the EPA Port Dray Progra
F Port Dray Program
3. Particulate Matter Reduction _?
Iheckthis box if you
:rucks with diesel enc
F PM Reduction
Check this box if you employ particulate matter reduction technologies for
trucks with diesel engines that were built in 2006 or earlier.
4. "Cube Out" Percentage J?J
Enter the percentage of truckloads that utilize
100% of available cargo capacity, while
remaining under allowable weight limits (i,e,j cube
out before weigh out),
5. Commodities List
Select the View/Select Commodities button to specify which
commodities your fleet normally carries.
View/Select Commodities
Screen
Demo
Figure 34: Sample Data Entry Screen for First Example Fleet- General Information
This screen asks you to provide information for six key indicators, including fuel types used.
The first section asks you to determine your short haul split vs. long haul split. This requires you to
estimate the percentage of your fleet's operations that are short haul or long haul. A short haul is
defined as any haul less than 200 miles; a long haul is defined as any haul in excess of 200 miles.
Percentages should be reasonable estimates.
Next, you must select the fuel types found in this fleet. This requires you to define all fuels the fleet
used from a list of:
a. Diesel/Biodiesel: petroleum diesel and/or biodiesel made from any renewable feedstock
b. Gasoline/Ethanol: conventional and reformulated gasoline, including blends of 10%
ethanol (E10) and 85% ethanol (E85)
c. Liquefied Petroleum Gas (LPG): also known as LP Gas, Liquid Propane Gas, and propane
d. Liquefied Natural Gas (LNG)
Truck Carrier Tool Data Entry and Troubleshooting Guide | P. 50
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e. Compressed Natural Gas (CNG)
f. Electric: vehicles exclusively using batter electric power
g. Hybrid: vehicles with hybrid electric or hydraulic hybrid powertrains
NOTE: Once you check these boxes, the appropriate fuel type tab (along the top of the screen next to the
General Information tab) will become active.
If you select the Diesel/Biodiesel box, the grayed-out Part 3: Particulate Matter Reduction section will
become active.
You will then be asked to determine whether you will need to enter data for Particulate Matter
Reduction. Check the Particulate Matter Reduction box only if you have truck engines that are 2006
model year or earlier and are equipped with diesel retrofit particulate matter control devices (i.e., diesel
oxidation catalysts (DOCs), particulate filters, or closed crankcase ventilation (CCV)).
Next you will be asked to determine what is known as your "Cube-Out" Percentage. Your "cube out"
percentage is the percentage of trailers using 100% of their available cargo capacity while remaining
within allowable weight limits. You must provide a reasonable estimate.
View/Select Commodities
Next you will go to the • 1 button to view a list of
potential shipment types and select all of the ones that you move with this fleet.
You also have the option of choosing to participate in SmartWay's Port Dray Program. This voluntary
program recognizes Partners for reducing diesel emissions from port drayage trucks. If you have a fleet
(or fleets) with 75% or more of operation in the Dray Operation Type category, your fleet is eligible to
participate in SmartWay's Port Drayage Program. Appendix A to this document provides the data entry
requirements for participation in this program as well as details regarding Dray Program Scoring.
Once you have completed all of the general information screen items, you can select the
button to make sure you have filled out everything on this screen properly. You can also select
VALIDATE
SCREEN
VALIDATE
FLEET
-to check your data entries across all screens for the given fleet. Any data entry gaps or
inconsistencies will be identified by the Tool.
However, if validating the fleet, note that you will receive additional validation errors unless you have
completed the data entry for all screens.
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STEPS FOR COMPLETING "GENERAL INFORMATION" SCREEN
1. Enter your percentage short-haul vs. long-haul operations.
• Inputting a value in one cell automatically populates the other cell to add up to 100.
2. Check the boxes for the fuel types you use.
• Once you check these boxes, the appropriate fuel type tab (along the top of the screen
next to the General Information tab) will become active. If you select the
Diesel/Biodiesel box, the grayed-out Part 3: Particulate Matter Reduction section will
become active.
3. Determine whether you will need to enter data for Particulate Matter Reduction; if yes, check the
box.
• Check the Particulate Matter Reduction box only if you have truck engines that are model
year 2006 or earlier and are equipped with diesel retrofit particulate matter control
devices (i.e., diesel oxidation catalysts (DOCs), particulate filters, or closed crankcase
ventilation (CCV)).
4. Enter the percentage of trailers using 100% of available cargo capacity while remaining within
allowable weight limits.
carry. Select all categories that apply to your fleets.
6. FOR FLEETS WITH 75% OR MORE OF TRUCKS IN THE DRAYAGE OPERATIONS CATEGORY: Check the
box if you wish to participate in the Port Dray Program.
VALIDATE
SCREEN
7. Select the _ _ button to make sure you have filled out everything on this screen properly.
You can also select — —to check your data entries across all screens for the given fleet.
8. Click ' or select the next available fuel tab at the top to begin entering fuel and activity
data for this fleet.
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FUEL SECTION: "ENGINE MODEL YEAR & CLASS" OVERVIEW
This section looks at truck classes and engine model years. Under each fuel-type tab (Diesel, Gasoline,
LPG, LNG, CNG, Electric, and Hybrid) there are as many as four screens requiring data inputs:
1. The Engine Model Year & Class4 screen,
2. The Activity Information screen,
3. The PM Reduction screen will appear for diesel vehicles if you checked the
Particulate Matter Reduction box on the General Information screen, and
4. The Port Dray Program screen will also appear for diesel vehicles if you checked the Port Dray
Program box on the General Information screen.
The Diesel Fuel Types Screen is shown below—this screen defaults to the first available sub-tab, the
Engine Model Year & Class screen:
General Information
Engine Model Year & Class
Activity Information
PM Reduction
Select the checkbox for each class in your fleet, which will activate the data-entry columns for that class. Input the number of trucks you have by class and ENGINE
model year {not vehicle model year). The number of trucks in each class should be a count as of Dec. 31 of the reporting year. Truck model year may be used as a
surrogate if engine model year cannot be determined. If model year is used, provide an explanation in the Add Comments box. Truck class totals are automatically
calculated for you. If you operate certain trucks across multiple fleets, please apportion your vehicle counts across fleets to avoid double counting of your trucks. ?
Diesel
Gross Vehicle Weight , I
Rating (pounds) _LJ
Note: The sihouettes
represent example truck
types for each class, and
are not all-faclusive.
Total
Trucks
Totals:
Class 2b
8,501-10,000
Class 3
10,001-14,000
Class 4
14,001-16,000
Class 5
16,001-19,500
Class 6
19,501-26,000
Class 7
26,001-33,000
Class Ba
33,001-60,000
Class Bb
60,001 & above
r 3
r 4
8a
V 8b
r Hide Unchecked Classes
Figure 35: Engine Model Year & Class Screen
NOTE: For each fuel type that you identified on the General Information screen, you will be required to
complete the Engine Model Year & Class screen AND the Activity Information screen. If you do not
complete these screens for any of the fuels, your fleet will be marked as Not Complete on the Home
screen and you will not be able to submit your tool.
For Electric, this screen is known as the "Motor Model Year and Class Screen.
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The first step on the Engine Model Year and Class tab is to identify the vehicles classes you have
represented in this fleet. Begin by selecting 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). Example truck types are shown in silhouette above the
boxes, and additional examples will be listed on the screen when placing the mouse over these images.
When a Truck Class box has been checked, the data column will activate.
Next you must enter the number of vehicles you have in each class, specifying the corresponding engine
model years (rather than the vehicle (tractor) model years). Use the scroll bar to the right if you need to
enter information for model years earlier than 2003.
Totals for each truck class are calculated automatically for you and displayed along the top row. Totals
by model year are shown in the left-hand column.
NOTE: If you defined multiple fleets on the Fleet Characterization screen, and if you operate certain
trucks across multiple fleets, apportion your vehicle counts across the fleets to avoid double counting of
your trucks. For example, if you operate the same 100 trucks across two fleets, with 20% of the truck
mileage for the first fleet, then enter 20 trucks for fleet #1, and 80 trucks for fleet #2.
STEPS FOR COMPLETING THE "ENGINE MODEL YEAR & CLASS" SCREEN
***NOTE: The following guidance will use the Diesel Fuel sections as an example.
Similar procedures are followed for all other fuel types.***
1. Select the boxes at the top (i.e., 2b, 3, 4, 5, 6, 7, 8a, 8b) for each of the truck classes you operate
in this fleet.
2. Input the number of vehicles you have in each class, specifying the corresponding engine model
years (rather than the tractor model years). Use the scroll bar to the right if you need to enter
information for older model years.
3. Check the box at the bottom of the screen to hide any unused truck classes if you wish.
4. Select
or select the Activity Information tab at top of the screen to proceed to the
next section. Before leaving the Engine Model Year & Class screen, you will be prompted to
confirm the accuracy of your model year and truck class selections (Figure 36). You may review
previous years' selections by selecting the Year-to-Year Comparison Report on the Home screen.
i j Select OK to confirm your current truck class selection(s). Otherwise, select Cancel and revise your truck class selections.
NOTE: If you are a returning partner, be sure to run the Year-to-year Comparison Report (accessed from the Home screen) and pay special attention
to your truck class counts before submitting your tool to EPA, in order to verify the accuracy of your current year truck counts. View the help text on
the Year-to-Year Comparison Report for additional details.
OK i Cancel
Figure 36: Confirmation of Engine Model Year and Truck Class Selections
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FUEL SECTION: "ACTIVITY INFORMATION" SCREEN OVERVIEW
The Activity Information screen is shown below:
Truck: ABC Trucking, Inc.: Dray Fleet
General Information
Electric
Hybrid
Engine Model Year & Class
PM Reduction
Select the "Add" buttons to identify your data sources. (After specifying your data sources, the button will read "Edit"; you may select "Edit" to make
changes as needed.) In the "By Truck Class" columns, enter your data for each truck class (only those classes selected on the "Engine Model Year & Class"
screen appear below). The "Overall Fleet" column will automatically display fleet-level information based on the data entered for your truck classes.
Diesel
Overall Fleet ft Data Source
Overall Fleet |_TJ Data Source
?
?
?
Total Miles Driven (exact values) 0
Revenue Miles Driven (exact values) 0
Empty Miles Driven (exact values) 0
i!f!lidl
tSSm
r Bar
? Gallons of Diesel Used, incl. Biodiesel & Reefer
(exact values)
7 | Gallons of Biodiesel (B100 Equivalents)
0,0
? Average Payload (tons) - Cargo Weight Only
J?J Average Capacity Volume (cubic feet)
? ht> Capacity Utilization (excluding empty miles)
_?jRoad Type / Speed Categories
* Indicates that default speed distributions were selected for urban road types.
7 I Averai
ige Annual Idle Hours per Truck
"nan
Calculate Idle Hours Per Truck (All Classes)
Figure 37: Diesel Vehicles Activity Information Screen
The text at the top left-hand corner of this screen indicates the fuel type for which you are entering data.
You will need to enter data for each fuel type you use within your fleet under separate screens, including:
• diesel and biodiesel, entered under the same tab
• gasoline and ethanol, entered under the same tab
• LPG, LNG, CNG, hybrids, and electric trucks each entered under separate tabs
If you selected more than one fuel type for this fleet on the General Information screen, then you will
also need to enter data on the other fuel type tabs. For instance, if you operate gasoline vehicles, select
the Gasoline Vehicles tab on the main tab bar to enter your data.
***Alert! Be careful to input data under the appropriate fuel tab!***
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On each fuel type's Activity Information screen, you will see two main sections to input data:
• Overall Fleet & Data Source section (with a green header), and
• By Truck Class section (with a blue header).
The Overall Fleet data indicates the sum or average (as appropriate) for the fleet across all truck classes
you have selected on the Engine Model Year and Class screen. This value is automatically tallied when
you enter data in the "By Truck Class" fields (the blue header section.)
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MAIN FUEL ACTIVITY DATA POINTS OVERVIEW
The first five activity data points are:
• Total Miles Driven (exact values): all miles driven collectively by all fleet vehicles in a specific
class
• Revenue Miles Driven (exact values): all miles that were charged to a customer account.
o NOTE: If you have a private fleet that does not track revenue miles for internal cost
accounting, set revenue miles equal to total miles - DO NOT SET REVENUE MILES EQUAL
TO ZERO.
o This information is not used to calculate your SmartWay carbon score, but will be used
determine an adjustment factor for shippers' carbon inventories.5
• Empty Miles Driven (exact values): the total number of empty miles traveled by your fleet.
o Empty is defined as zero cargo.
o NOTE: If you enter zero (0) empty miles, you must provide text explaining why you have
no empty backhauls by double-clicking on the cell.
o The number of empty miles will not affect your SmartWay score. Companies in categories
with high empty miles, such as tanker operations, will not be negatively affected by high
empty-mile values.
• Gallons of Diesel Used, including biodiesel and reefer (exact values): all gallons of fuel used by
your fleet in the past 12-month reporting period.
o This includes any gallons with biofuels (biodiesel for diesel vehicles, ethanol for gasoline
vehicles).
o It also includes gallons used for refrigeration, bunk heaters, yard moves, or any other
gallons directly attributable to transportation.
o It does NOT include gallons used in heating buildings, forklifts, or other non-
transportation sources.
o NOTE: If total gallons of diesel fuel used are known for the fleet but not by class, the
Fuel Allocator Worksheet will help you apportion your total fuel use into class
categories.
• OPTIONAL: Gallons of Biodiesel or Gallons of Ethanol (for diesel and gasoline fuel tabs,
respectively): the B100 equivalents for biodiesel or the E100 equivalents for ethanol used by the
fleet
It should be noted here that all values for mileage, gallons, and other inputs should reflect EXACT
values rather than rounded estimates. Failure to provide exact values will trigger warnings upon
validation, reminding you to input exact values.
For each of these four data activity points, you must specify a data source.
5 Since shippers determine their carbon inventory based on revenue miles charged by their carriers, shippers collectively must also
include the non-revenue miles in their carbon inventory. Thus shippers will be charged the carbon for the non-revenue miles that
carriers have to travel. This value will be calculated on an industry basis, and will not affect individual carriers.
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To add data source information, select the ILLU button under the Overall Fleet & Data Source section
to specify where you obtained your data for each row.
Use the pull-down menus on the Data Source Description popup screens to specify the source of
information for each Data Type (listed in red at the top of the form). Most of the data source information
you specify is assumed to apply across all vehicle classes in your fleet.
A helpful reference table with available sources is included in Appendix B.
In addition to the general data source, further detail must be provided regarding /?owthe particular data
was collected (e.g., via GPS or odometer readings).
After selecting from the "Data Source" and "Source Detail" drop-down menus, you may be required to
provide additional information regarding the way you collected your data and associated calculation
methods, as appropriate. You should provide enough detail to confirm data validity and reasonableness.
Once the data is entered, the |UuJ buttons will read Edit, allowing you to change your choices later.)
NOTE: "Data Source" descriptions for payload and volume information are specific to each truck class,
Calc Payload ••• Calc Volume
and are entered through the Payload and Volume Calculators (select *•"•**•*••• and
to access; see Figure 38).
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Smart Way Data Source Description
Please provide details on the source of your data. If you are using different sources of data to characterize different
body types, please select "Other - list all that apply" and describe each data source and calculation method in the text
box provided.
Data Type:
Average Payload (Diesel) for class 8b
Data Source: Based on bills of lading - electronic records (preferred)
Source Detail: | Based on actual miles traveled by specific payloads*
* - Please describe the methodology used to develop your estimate. Well-documented data will enhance the confidence and
reputation of the SmartWay program. Additionally, this information will be useful for the person who completes this Tool next year.
Data pulled directly from bills of lading
2959 characters ferna/hing
Figure 38: Example Data Source Description Screen
Once your data sources have been selected, you can then enter the requested activity information for
the reporting period for each truck class in the white empty cells to the right (under the blue heading "By
Truck Class."
STEPS FOR COMPLETING THE MAIN FUEL DATA POINTS ON THE "ACTIVITY INFORMATION" SCREEN
1) Select the ifflill button under the Overall Fleet & Data Source section to specify where you
obtained your data for each row. For each data type, specify the general type of data source.
2) Enter the exact value for total miles driven collectively by this fleet by vehicle class. Include all out-
of-route, positioning, empty, and other miles driven.
3) Enter the exact value for the revenue miles—the number of miles your fleet drove that were charged
to a customer account.
4) Enter the exact value for the total number of empty miles traveled by your fleet.
5) Enter the exact value for all the gallons of fuel used by your fleet in the past 12-month reporting
period, including any gallons with biofuels (biodiesel for diesel vehicles, ethanol for gasoline
vehicles).
6) NOTE: On the Electric Vehicle Activity screen, "fuel inputs" are expressed in kWhrs rather than
gallons.
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"FUEL ALLOCATOR WORKSHEET" OVERVIEW
The Truck Carrier Tool asks you to enter Gallons of Diesel Used by truck class. This information may be
entered directly if you have it. However, if you do not, but you do know total fuel use and MPG by truck
class, the Fuel Allocator will assist you in apportioning your fuel use across truck classes.
Allocate Diesel Using class MPG
To use the Fuel Allocator Worksheet, you will select the* I button
on the Activity Information screen beneath the data entry cells for the "Gallons of Diesel Used, incl.
Biodiesel & Reefer (exact values)" section.
Figure 39 shows the Fuel Allocator Worksheet. Note that you must enter total miles for each truck class
on the Activity Information screen before you can open this worksheet.
SmartWay Fuel Allocator Worksheet
Enter your fleet's total annual fuel use along with the average MPD for
each truck class. Using the annual mileage estimates you've already
entered, the Fuel Allocator will calculate fuel use for each class.
If the sum of the calculated class-level fuel consumption differs from
the value for "Total Gallons Used for Entire Fleet" by more than 2%,
"No Match" will appear in red at the bottom right of the screen, and
you will need to revise your MPG and/or class mileage inputs to be
consistent with your total fuel input.
Total Gallons Used for Entire Fleet*:
22,543,860|
Class
6
8b
Fleet
Total Miles
Driven
40,000,000
100,000,000
Approximate Calculated
Class MPG Gallons Used
8,0
5.7
5,000,000
17,543,860
140,000,000
22,543,860 Match
* - "Total Gallons Used far Entire Fleet" will appear on the main Activity tab and will be used
for calculating fleet performance metrics, rather than the sum of the class Fuel estimates,
Figure 39: Fuel Allocator Worksheet
The Fuel Allocator Worksheet requires you to estimate:
• total fuel consumption for your entire fleet across all vehicle classes, and
• MPG for each truck class (the worksheet for electric vehicles uses miles/kWhr in lieu of MPG).
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Only truck classes selected on the Engine Model Year & Class screen will be displayed on the Fuel
Allocator Worksheet. Class-specific fuel consumption levels are estimated using the annual mileage
estimates entered on the Activity Information screen.
If the sum of the class level estimates is within 2% of the total fuel consumption level entered at the top
of the form, then a "Match" is indicated on the right side of the worksheet, and you may go back to the
Activity Information screen by pressing OK.6
Before returning to the Activity Information screen, you will see a popup:
i i Based on the information you've provided, your calculated fuel total is within 2% of the total fuel you entered.
However, the two numbers do not match exactly. Prior to writing these values to the Activity Information sheet, this calculator will adjust your class
fuel amounts so that the sum matches your entered fleet total.
Select OK to have these adjustments made. Otherwise, select Cancel to return to the calculator,
OK Cancel
Figure 40: Popup Indicating Fuel Total Match
This popup indicates that the total gallons of diesel you entered and the MPG by truck class that you
entered produced a calculated total fuel use that is slightly different. If you select OK, this calculator will
adjust the by class fuel amounts to a sum matches your entered fleet total.
If "No Match" is indicated, you must adjust your total fuel consumption estimate and/or your class level
MPG estimates until a "Match" is obtained.
Once you complete the Fuel Allocator Worksheet, total gallons will be summed and displayed in the
Overall Fleet column on the Activity Information screen.
There are two other sections within the "Gallons of Diesel Used, incl. Biodiesel & Reefer (exact values)"
section, MPG and Miles/Truck, described below.
MPG: If you used the Fuel Allocator Worksheet to determine your fuel usage, the MPG fields will show
the MPG estimates that you entered into that form. If, instead, you entered gallons of fuel used by class,
the Tool will generate MPG estimates for you. This field is provided as a useful validation check for users.
If the Tool finds an out-of-range MPG value during its routine validations, the MPG field may be
highlighted, in which case you may be instructed to double-click on this cell to provide an explanation for
high/low values.
Miles/Truck: Once Total Miles are entered for a given truck class, this value will be combined with the
truck count values entered on the Engine Model Year and Class screen to provide a Miles/Truck value,
which is displayed below the MPG value on the Activity Information screen. This field is provided as a
useful validation check for users, and is checked by the Tool's validation routines for reasonableness. If
the Tool finds an out-of-range miles-per-truck value during its routine validations, the field may be
Although the calculated and total fuel consumption values are within 2%, the values may not match exactly. Prior to writing the fuel
consumption values to the Activity Information screen, the calculator will proportionally adjust your class level fuel consumption estimates to
match your entered fleet total value.
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highlighted, in which case you may be instructed to double-click on this cell to provide an explanation for
high/low values.
These two fields do not involve direct data entry; they are populated as a result of tool calculations and
are based on your entries for total miles by truck class and total gallons by truck class (either directly
entered or allocated using the Fuel Allocator Worksheet.
STEPS FOR COMPLETING THE "FUEL ALLOCATOR WORKSHEET"
1. Select the
Allocate Diesel Using class MPG
button on the Activity Information screen.
2. Enter total gallons of diesel for all truck classes.
3. Enter MPG estimates for each truck class.
4. If "Match" appears in blue next to the "Calculated Gallons Used" field, click
5. If "No Match" appears in red next to the "Calculated Gallons Used" field, adjust the MPG values
as necessary to get a match, and then click
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(OPTIONAL) "BIODIESEL BLEND WORKSHEET" OVERVIEW
If your fleet consumed any amount of biodiesel during the reporting period, you will have access to a
Biodiesel Blend Worksheet, shown in Figure 41. (A similar worksheet is available for ethanol use under
the Gasoline tab - see below.)
The Biodiesel Blend Worksheet asks you to specify the biodiesel volume used by your fleet in gallons by
blend level (e.g., B20 = 20% biodiesel / 80% conventional diesel), for the reporting period. The calculator
will automatically display total gallons, the weighted average blend value (across all blends), and the
BlOO-equivalent volume at the bottom of the screen, based on your entries.
The Truck Carrier Tool will assume that these gallons are allocated proportionally across all vehicle
classes (weighted by gallons of diesel used) in order to calculate emissions.
SmartWay Bio diesel Blend Worksheet
For each of the blends used by your fleet, enter the appropriate number of gallons used. The BlOO-equivalents
value will be written automatically to the Activity Information tab.
Blend Gallons Used Blend Gallons Used Blend Gallons Used
Blend Gallons Used Blend Gallons Used
Figure 41: Biodiesel Blend Worksheet
STEPS FOR COMPLETING THE "BIODIESEL BLEND WORKSHEET "
1. If this fleet has used biodiesel, select the
Input Biodiesel
button and specify your biodiesel
volumes by blend level in the Biodiesel Blend Worksheet.
2. For each of the blends used by your fleet, enter the appropriate number of gallons used.
3. Select OK.
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(OPTIONAL) "ETHANOL BLEND WORKSHEET" OVERVIEW
If your fleet consumed any amount of ethanol during the reporting period, you can use the Ethanol Blend
Worksheet, shown in Figure 42, to determine your ethanol usage figures.
If you know the volume of ethanol used by your fleet, specify the volume in gallons for each blend level
(E10 and/or E85), ensuring that the total volume specified does not exceed the gasoline gallon data entry
provided on the Activity Information screen. (Enter zero for both values if your fleet does not use one of
these blends.)
Alternatively, if you do not know the volume of ethanol used by your fleet, select "Use national average
for ethanol usage (7.72%)." In either case, the total volume of ethanol at each blend level will be
allocated across the different truck classes in your fleet in proportion to the total gallons of gasoline used.
Smart Way Ethanol Blend Worksheet
Indicate below whether you'd like to use the national average for
ethanol usage or if you'd prefer to enter your actual usage.
If you select the second option, enter the number of gallons of each
blend of ethanol used by your fleet. (Enter zero if your fleet does not
use one of the specified blends.) The calculated E100 equivalent value
will automatically be written to the main data entry page.
If you choose to use the national average instead, your E100 equivalents
will be based on a percentage of the total gallons of gasoline you enter
on the Activity Information screen.
<~ Use national average for ethanol usage (7.72%)
* Enter actual ethanol usage figures
Blend
Percentage
E10
E85
Total
Gallons
Einn
Equivalents
Total Gallons
Used
100,000
12,000
112.000
20.200
Figure 42: Ethanol Blend Worksheet
STEPS FOR COMPLETING THE "ETHANOL BLEND WORKSHEET "
1. If this fleet has used ethanol, select the
Input Ethanol
button and specify your ethanol
volumes by blend level (E10 or E85) in the Ethanol Blend Worksheet.
2. For each of the blends used by your fleet, enter the appropriate number of gallons used.
3. Select OK.
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PAYLOAD AND CAPACITY OVERVIEW ON THE "ACTIVITY INFORMATION" SCREEN
This section of the Activity Information screen asks to your calculate your average payload by truck class
using an internal payload calculator.
Average payload calculations are made on a "by truck class" basis. Within a given truck class, you may
have many different body types.
For each body type within a truck class, you will need to choose:
• which of the four available allocation methods you will use to distribute your trucks' activity to
calculate a weighted average payload value by truck class:
o # miles by class
o Strips by class
o % of operation by class
o # vehicles by class
• whether you are interested in looking at your payload in units of short tons (=2,000 pounds) or in
pounds
• whether to either directly calculate an average payload for this body type (using bill of lading
data collected by your company) or to select one of five average payload ranges provided in the
Tool (which reflect typical industry payload ranges).
The values entered for each body type provide the basis for calculating a weighted average payload for
the class as a whole. For example, by specifying the mileage associated with each body type, the
respective miles per year will be used to weight your payload estimates to calculate an average by truck
class.
Ideally, you should calculate your average payload data by using payload data from your company's bills
of lading records. Note that, when calculating average payload, your payload data should represent the
average cargo weight per LOADED trip; empty backhauls should be excluded from the calculation.
For truck classes where you have precise payload data, select either electronic or manual bills of lading
(with data based on actual miles traveled or trip-weighted), or another data source (for which you must
provide a text description).
For truck classes for which you DO NOT have precise payload data, select the "Used ranges provided by
the calculator" as your data source.
The Payload Calculator displays up to three screens.
The first screen is labeled "Step 1: Getting Started." See Figure 43 below.
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Smart Way Average Pay load Calculator
This form is designed to help you determine your average payload. To begin, select an allocation method for determining the amount each hody
type contributes to your overall truck class total. Four allocation methods are provided in order of preference, with the most preferred method
listed first. Then select your preferred units for entering your data (tons or pounds). Next, specify the data source(s) used to develop your
payload estimates.
If you do not have precise payload estimates, you may select "Used ranges provided by calculator", and you may choose from different payload
ranges representative of industry averages. If you know the payload for a given body type, select the data source used to develop your estimates
and enter the precise values below. If you use different sources to develop the data for different body types, select "Other — list all that apply"
and provide a detailed description of each.
Class 8b Vehicles GVWR = 60,001 and above
Step 1: Getting Started Step 2: Body Types
Select an allocation method, choose your preferred units, and indicate your data source:
Method:
# of miles in this class
irce- | Electronic)
Figure 43: Step 1 of Payload Calculator
On this screen, you will be asked to make three selections:
• Allocation Method
• Units
• Data Source
The first choice you will make is the payload allocation method. The method selected will be used to
allocate your payloads across multiple truck body types within a given truck class. This allocation allows
the Tool to calculate a weighted average payload value by truck class.
There are four payload allocation methods available:
• # miles by class
• Strips by class
• % of operation by class
• # vehicles by class
Next you must choose between either short tons (2,000 pounds) or pounds as your preferred weight
metric or "Unit."
Next you will choose your Data Source(s) for your payload entries.
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At this point you will proceed to the next tab, labeled "Step 2: Body Types" to enter payload information
specific to each body type for the given truck class.
Figure 44 presents the "Step 2: Body Types" tab of the Average Payload Calculator.
SmartWay Average Payload Calculator
This form is designed to help you determine your average payload. To begin, select an allocation method for determining the amount each body
type contributes to your overall truck class total. Four allocation methods are provided in order of preference, with the most preferred method
listed first. Then select your preferred units for entering your data (tons or pounds). Next, specify the data source(s) used to develop your
payload estimates.
If you do not have precise payload estimates, you may select "Used ranges provided by calculator", and you may choose from different payload
ranges representative of industry averages. If you know the payload for a given body type, select the data source used to develop your estimates
and enter the precise values below. If you use different sources to develop the data for different body types, select "Other - list all that apply"
and provide a detailed description of each.
Class 8b Vehicles GVWR = 60,001 and above
Step 1: Getting Started
Class Avg Payload:
Step 2: Body Types
r
Dry Van - Single
Dry Van • Double
Dry Van - Triple
Combination Reefer
Total: f
Total Entered on Main Entry Form: I 16,543,158 ^°
Screen
Demo
Figure 44: Step 2 of Payload Calculator
Use this screen to select the applicable body types for the truck class, specify the payload allocation
information for each body type (e.g., number of miles traveled), and the average payload information.
If you specified the "Used ranges provided by the calculator" option under "Data Source" in Step 1, select
from pre-defined Ranges 1-5(1 being the lowest payload range values available and 5 being the
highest).7
If you need to use pre-defined ranges for some body types and precise values for other body types,
select the "Other - list all that apply" Data Source option in Step 1.
Specific range values were determined based on reported industry payload distributions, and are discussed in detail in the Truck Tool Technical
Documentation http://epa.gov/smartway/documents/partnership/trucks/techdoc.pdf).
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If Range 1 (extreme low) or Range 5 (extreme high) values are selected, the value will be highlightec
^^ and explanations must be provided in the text box to the right summarizing the reasons for the
unusual payload value (e.g., you may explain that a flatbed fleet is regularly used to transport heavy
construction equipment).
If you select Range 2 (moderately low) or Range 4 (moderately high), the selection will be highlighted in
yellow and a warning will appear. Text explanations are optional for Ranges 2 and 4.
If an exact value entry falls outside the expected (Range 3) values, an explanation will be requested.
Figure 45 shows Step 2 of the Average Payload Calculator worksheet for Class 8b vehicles. (Similar
worksheets are provided for each truck class.)
SmartWay Average Payload Calculator
This form is designed to help you determine your average payload. To begin, select an allocation method for determining the amount each body
type contributes to your overall truck class total. Four allocation methods are provided in order of preference, with the most preferred method
listed first. Then select your preferred units for entering your data (tons or pounds). Next, specify the data source(s) used to develop your
payload estimates.
If you do not have precise payload estimates, you may select "Used ranges provided by calculator", and you may choose from different payload
ranges representative of industry averages. If you know the payload for a given body type, select the data source used to develop your estimates
and enter the precise values below. If you use different sources to develop the data for different body types, select "Other - list all that apply"
and provide a detailed description of each.
Class 8b Vehicles GVWR = 60,001 and above
Step 1: Getting Started
Class Avg Payload:
Step Z: Body Types
r
Dry Van - Single
of miles
# of miles
Average Payload
Average Payload
Explanation for input value
We carry predominantly light weight products like potato chips.
Based on our records, we confirm that this is a reasonable
Explanation for input value
Dry Van - Double
1,556,214 [Range 2: 9.0 to 14.8 tons Tj
Dry Van - Triple
# of miles
Average Payload
Combination Reefer
1,632,544 11 know exactly
Exact Payload
I 2"" tons
Total: | 5,518,399
Total Entered on Main Entry Form: [~ 5 555 555 Match
Figure: 45: Step 2 of Payload Calculator Worksheet - Class 8b Vehicles Data with Explanations
Once the mileage and payload ranges or values are entered for each body type, the worksheet validates
the entries. If the sum of the by-body type values is within 2% of the class level mileage totals from the
Activity Information screen, a "Match" is indicated and the user may proceed with the rest of the data
Truck Carrier Tool Data Entry and Troubleshooting Guide | P. 68
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entry. Otherwise "No Match" is indicated and the mileage values must be revised until "Match" is
indicated. A validation is also performed if "# of "was selected in Step 1 as the allocation method,
although in this case the match must be exact. Independent matching is not performed for "# of trips" or
"% of operation allocation methods."
If any of the values entered in the Average Payload Calculator received Red or Yellow warnings, the
weighted class average payload value shown in the Activity Information screen will be highlighted in
yellow as a reminder.
Once specified for each class, the fleet-average payload will be calculated (weighted by the number of
miles per class) and displayed in the Overall Fleet column on the Activity Information screen.
EXAMPLE:
ABC Trucking, Inc. has a fleet with Class 8b trucks. This fleet consists of three body types: dry van
single trailer, dry van double trailer, and reefer.
In "Step 1: Getting Started/' ABC Trucking, Inc. chooses "# of miles by class" as the allocation method
and "short tons" as the unit.
Under "Data Source," ABC Trucking, Inc. selected "Other." This allows the company to use ranges for
some data and exact average payload calculations for others.
ABC Trucking proceeds to "Step 2: Body Types," and selects the checkboxes next to the three body
types present in the Class 8b truck fleet (dry van single trailer, dry van double trailer, and reefer).
ABC Trucking, Inc. enters the total number of miles driven with loads (excluding empty miles) for
each body type.
Next, the company selects the Average Payload from the drop-down lists.
In the case of the dry vans with single trailers, Range 1 is selected. Because this is considered an
unusual result, the Tool highlights this payload, in red and ABC Trucking, Inc. MUST enter an
explanation to proceed.
In the case of the dry vans with double trailers, Range 2 is selected. Because this is considered
somewhat unusual, the Tool highlights this payload in yellow, and ABC Trucking, Inc. has the OPTION
of entering an explanation to proceed.
In the case of the combination reefers, ABC Trucking, Inc. knows EXACTLY what the average payload
value is and enters it in the field provided.
Truck Carrier Tool Data Entry and Troubleshooting Guide | P. 69
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STEPS FOR COMPLETING THE PAYLOAD SECTION ON THE "ACTIVITY INFORMATION" SCREEN
1. Enter your average payloads into the Tool for each truck class by selecting the
button.
Cak Payload
2. Under the "Step 1: Getting Started Tab/' select your activity Allocation Method.
3. Select your Units, from the drop-down.
4. Click the -• • button next to "Data Source." A Data Source Description box will appear.
5. Using the drop-down menus, select your data source and details and enter any comments about
your data source.
6. Click
7. Click the "Step 2: Body Types" tab or
8. Check the box(es) next to the body types used in this Truck Class.
9. For each body type selected, enter the activity associated with this body type.
10. For each body type selected, use the drop-down to select a range OR enter the exact payload if
available.
11. Validate the screen to determine if there are any errors to correct; if yes, correct the errors
and/or enter comments using the KUlUiHUlii button to explain your data inputs.
12. Click the I •!• I button to perform a final validation check and return to the Activity
Information screen.
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AVERAGE CAPACITY VOLUME (CUBIC FEET) WORKSHEET OVERVIEW ON THE
"ACTIVITY INFORMATION" SCREEN
Volume refers to the total cargo-carrying capacity of your vehicles, not the utilized space on the
vehicles.
Volumes are specific to each major body type/configuration, and can be expressed in cubic feet or
twenty-foot equivalent units (TED).
The volume calculator worksheet for truck classes 2b through 7 follow the same format as the average
payload calculators, with various body type selections available.
Similar to payload data entry, you may enter your calculated volume capacity information by selecting
the "Determined using company records" for the "Data Source" drop-down option within the Average
Capacity Volume Worksheet.
Alternatively, you may select default values for each body type by selecting the "Used defaults provided
by calculator" for the "Data Source" drop-down option.
Finally, if you need to use different sources of data to characterize different body types, select the "Other
- list all that apply" for the "Data Source" drop-down option within the calculator.
The volume calculator worksheet for classes 8a and 8b reflect a range of different, standard trailer and
container configurations. Figure 46 shows an example worksheet for Class 8b vehicles.
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SnwIWay Avtrragje Capacity Volume Worksheet
This worksheet wil a«ist you in estimating the aver age capacity volume of your fleet. First provide data source
information using the "Add/Edit" button. Next, select the appropriate tenort inn basis. After entering the Information
below, select TJK~ to transfer the estimated volume to the Activity screen.
Truck Class:
Mease indicate your data source and specify your reporting basis:
'• Percent Usage
r Number of Tnjckloadfflear
<~ Number of trailers
Data source: Other
Percent local
Estimated Average
Capacity Volume (cu ft):
L
Trailers
L
Tankers
28-foot
42-foot
4WOC*
53-foot
57-foot
26+Z8
40+40
46+28
48+49
26+28+28
20-foot
lO-fOOt
53-foot
53-foot
Urge (7500+gdfcns)
Medum (3001.7499)
Snwl (3000 & undo) f
?
OTHER
I Other Trailers
Custom 5»
2.000 cuft:
100
| Sulk Carriers
^^^^^ "xll")
3mal(22'xff« 10.25')
Figure 46: Screenshot of Average Capacity Volume Worksheet
First you must select the "Data Source" for your volume capacity data and then specify your reporting
basis from the three available choices (Percent Use, Number of Truckloads per year, Number of Trailers).
Next you will specify the relative distribution of your trailer/container sizes for your truck class as a
whole.
If you select "Percent Usage" as your reporting basis, the values entered on this screen must sum to
100. A running total is provided on the upper right of the screen.
If you use "Other" trailer types not specified, include both the average volume of the trailers in cubic
feet under "Custom Size/' as well as the reporting basis value. Once complete, the estimated average
volume weighted across all trailer/container types will be displayed in the upper right of the screen in
cubic feet. This value will be written to the Activity Information screen for the specific truck class.
Make sure trailer/container type selections are consistent with the body types specified in the Payload
Calculator and Fleet Characterization screens; inconsistencies will be flagged during validation.
Once specified for each class, the fleet-average capacity volume will be calculated (weighted by the
number of miles per class) and displayed in the Overall Fleet column on the Activity Information screen.
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STEPS FOR COMPLETING AVERAGE CAPACITY VOLUME (CUBIC FEET) WORKSHEET ON THE "ACTIVITY
INFORM A TION" SCREEN
1. Click the •£5Effi I button to open the Capacity Volume Calculator screen.
^^^•1
2. Click-™ • to enter your data source for average capacity volume data.
3. Select one of the three reporting basis options using the radio check boxes.
4. Enter the requested metrics for the trailers, containers, tankers, bulk carrier, or other trailers
used in this truck class.
5. Select I ••• I to return to the Activity Information Screen.
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PERCENT (%) CAPACITY UTILIZATION SECTION OVERVIEW ON THE "ACTIVITY
INFORMATION" SCREEN
Percent capacity utilization refers to the percentage of trailer capacity that is used for all hauls in a given
fleet.
Percent capacity utilization applies only to loaded (non-empty) miles. For most carriers, this will reflect
your loaded volumetric fill rate.
However, there are a few exceptions:
• LTL carriers should estimate the weighted-average fill rate over the span of operations.
• Flatbed haulers should estimate fill rate based on deck area covered.
• Auto carriers should estimate based on percent of car slots filled.
***Do not factor in empty miles for percent capacity utilization. ***
Once specified for each class, the fleet-average percent capacity utilization will be calculated (weighted
by the number of miles per class) and displayed in the Overall Fleet column.
STEPS FOR COMPLETING THE % CAPACITY UTILIZATION SECTION ON THE "ACTIVITY INFORMATION"
SCREEN
1. Next to the "% Capacity Utilization (excluding empty miles)" data entry box, click the |EiI±
button. A Data Source Description box will appear.
2. Using the drop-down menus, select your data source and details and enter any comments about
your data source.
3. Click I Bjjfl I to return to the Activity Information screen.
4. Enter your "% capacity utilization" for each truck class.
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ROAD TYPE/SPEED CATEGORY SECTION OVERVIEW ON THE "ACTIVITY
INFORMATION" SCREEN
"Road Type/Speed Category" is a ratio of total mileage by class allocated to highway/rural driving, and to
urban driving less than 25 mph, 25-50 mph, and over 50 mph.
Data for completing this screen should be available from your vehicles' electronic control modules
(ECM).
NOTE: If you do not know your speed distribution for urban areas, you may check the box labeled
"Populate the urban driving fields with default values/' and default percentages will be calculated based
on data from EPA's MOVES model,8 adjusted for the Highway/Rural Driving percentage specified.
(For further details, see the Truck Carrier Tool Technical Documentation available at
http://epa.gov/smartway/partnership/trucks.htm)
STEPS FOR COMPLETING THE ROAD TYPE/SPEED CATEGORY SECTION ON THE "ACTIVITY
INFORM A TION" SCREEN
1. Click lEEU next to the data entry box next to "Road Type/Speed Categories." A Data Source
Description box will appear.
2. Using the drop-down menus, select your data source and details and enter any comments about
your data source.
3. Click I ••• I to return to the Activity Information screen.
Enter Speeds
4. For each truck class, select •maadiaaiMI ^-o Open the ""Road Type/Speed Categories" box.
5. Enter the requested metrics for Highway or Rural Driving and Urban Driving for each of the
speeds listed (if applicable). If you only know Highway or Rural driving, you can select the box
next to "Populate the urban driving fields with default values" to complete the screen.
6. Click I ••• I to return to the Activity Information screen.
NOx and PM emission rates for diesel and gasoline vehicles are obtained from EPA's MOVES 2010b emissions
model, expressed in grams/mile. Emission rates for LPG, CNG, and LNG are adjusted from gasoline values. Hybrid
vehicle emissions are set equal to their corresponding conventional gasoline and diesel counterparts, less the idle
emissions component. Finally, electric vehicle NOx and PM emission rates are based on national average electricity
generation unit estimates (in grams per kWhr). See the Truck Tool Technical Documentation for additional details
on emission rate estimation.
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AVERAGE ANNUAL IDLE HOURS PER TRUCK SECTION OVERVIEW ON THE
"ACTIVITY INFORMATION" SCREEN
The Average Annual Idle Hours per Truck9 is calculated using the Idle Hours Calculator. To calculate
idling hours, you will need to enter the number of hours your trucks idle per truck per day on average,
along with the average number of days each truck is in service, on average, per year.
Figure 47 shows the Idle Hours Calculator screen.
SmartWay Idle Hours Calculator
Use this calculator to estimate your average annual idle time per truck.
Enter the number of hours your trucks idle per truck per DAY on AVERAGE, along with the average number of days in service per
truck. Specify both Long* and Short Duration idle hours, entering 0 if applicable.
The calculated Average Annual Idle Hours per Truck will automatically populate the average idle hours fields in the "Activity
Information" section of the main entry form.
Daily Long
Duration Idle
Hours per
Truck*
Daily Short
Duration Idle
Hours per
Truck*
Average Days in Average Annual
Service per Idle Hours per
Year Truck
til.
* Long Duration includes overnight, or continuous for more than 15 minutes.
"- Short Duration includes loadina/unloadino. traffic, waitina in line, or other, under 15 minutes.
Figure 47: Screenshot of Blank Idle Hours Calculator
Separate values should be input for short-duration (less than 15 consecutive minutes) and long-duration
(greater than 15 minutes) idling.10 After you have entered long and short duration idling hours and
Idle hours are not applicable to hybrid or electric trucks, so the Idle Hour Calculator is not provided on those
screens.
10 NOx and PM emission rates are different for short and long-duration idling, reflecting the varying engine loads
and operating temperatures for these events. The SmartWay emission calculations distinguish between these
events for Class 8b trucks using MOVES model outputs, although different emission factors may be integrated in
future versions of the model for all truck classes.
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average days in service for each truck class, and the calculator will present idle hours for each class will
be presented on the Activity Information screen.
In addition, fleet-average idle hours across all truck classes are then calculated (weighted by vehicle
counts) and displayed in the Overall Fleet column.
STEPS FOR COMPLETING THE AVERAGE ANNUAL IDLE HOURS PER TRUCK SECTION ON THE
"ACTIVITY INFORMA TION" SCREEN
1. Click |UuJ next to the data entry box next to "Average Annual Idle Hours per Truck." A Data
Source Description box will appear.
2. Using the drop-down menus, select your data source and details and enter any comments about
your data source.
3. Click I ••• I to return to the Activity Information Screen.
Calculate Idle Hours Per Truck (All Classes)
4. Click the \= ^^^^^^^*^^^^^^^^^^^^^^^^^^ 1 button to open the Idle Hours
Calculator.
5. Enter daily long-duration idling hours per truck, daily short-duration idle hours per truck, and
average days in service per year for each vehicle class represented in this fleet.
6. Click I mil I to return to the Activity Information Screen.
7. You have now completed the Activity Information Screen for this fuel type.
VALIDATE
SCREEN
8. Click the •UaiaBI | button to verify that you have completed the screen properly.
9. After completing the Activity Information screen, if you are using PM reduction equipment select
the PM Reduction tab at the top of the screen to proceed to the next section.
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"PM REDUCTION" SCREEN OVERVIEW
The PM Reduction screen is for fleets that have installed retrofit equipment on pre-2007 engines. You
are provided with radio button to select the type of device (DOC, CCV, or PM trap) you have used for your
fleet. You are then asked to enter the number of trucks equipped with the device by engine (not vehicle)
model year.
To enter data for multiple devices, select the radio button for the next type of device after completing
data entry for the initial device, and fill out the new blank fields that appear.
Truck Tool: ABC Trucking, Inc.: Example Dray Fleet
General Information
Gasoline Vehicles
Model Year & Class Activity Information
PM Reduction
Port Dray Program
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)
Si
I Lfal If DOC and CCV
_?J <~ Flow Through Filter
il <~ Particulate Matter Trap
(Not Used)
(Not Used)
(Mot Used)
PM Retrofits by Truck Class
/Vote: Be sure to
use EVGItVE
model year, not
vetiicle model
year.
Figure 48: Diesel Vehicles PM Reduction Screen
Totals for any given model year cannot exceed the totals specified on the Engine Model Year & Class
screen. While CCVs may be installed in combination with either DOCs or PM traps, it is assumed that
DOC and PM trap applications are mutually exclusive. As such, the sum of DOC and PM trap trucks
cannot exceed the totals specified on the Engine Model Year & Class screen.
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STEPS FOR COMPLETING THE "PM REDUCTION" SCREEN
1. Select the radio button next to a device (DOC, CCV, or PM trap) you have used for your fleet.
2. Enter the number of trucks equipped with the device by engine (not vehicle) model year.
3. If other devices have been used with this fleet, select the radio box(es) next to each device and enter
the number of trucks equipped with the device by engine (not vehicle) model year.
VALIDATE
SCREEN
4. When done, select i•**«••• 11 to ma\^e sure yOU nave filled out everything properly on this
screen.
5. Select the
button to return to the Home screen.
Next Steps
*** If you are using PM reduction equipment on model year 2006 or earlier trucks,
select the PM Reduction tab at the top of the screen to proceed to this section.
Instructions for data entry are provided below this box. ***
If you have finished entering data for this fuel type, select the tab for the next fuel type and complete all
screens as indicated above.
button to return to
If you have finished inputting data for all of your fuel types, select the
the Home screen.
REMEMBER:
*** If additional fuel types are represented in this fleet,
you must complete the Engine Model Year& Class and Activity Information screens for each of the fuel
types you operate.
Select the tab for the next fuel type and complete the Engine Model Year & Class and Activity Information
screens as indicated above—the steps will be the same or similar to those for the Diesel Tab. Do NOT move
on if you have not completed the data input for each of your fuel types. ***
Once finished entering data for all of your fuel types, select the
screen and follow the instructions to submit your tool to EPA.
button to return to the Home
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Validating Your Data
The Truck Carrier Tool has validation checks embedded at different points in the Tool to ensure data
quality. For example, checks on total mileage or number of vehicles are made before exiting the Payload
and Volume Calculators. However, additional validation checks are made before exiting other data entry
screens throughout the Tool. Critical checks are made regarding calculated miles per gallon (by class),
annual miles per truck, and a number of other inputs, to help ensure the reasonableness and quality of
Partner data.
In most instances the validation ranges are based on Truck Partner data distributions from the 2011
calendar year. (Refer to the Truck Carrier Tool Technical Documentation (found on the website at
http://epa.gov/smartway/partnership/trucks.htm) for a detailed discussion of all validation criteria used
within the Tool.)
VALIDATE
SCREEN
At any time, you can select the ' mtmoasim button at the bottom of the screens to make sure you have
filled out everything properly before proceeding to the next screen.
Any time you leave a particular screen, the Tool will automatically perform a screen validation.
Any time you return to the Home screen, the Tool will automatically perform a fleet-level validation.
VALIDATE
SCREEN
If you select the ' •HUHIMI |button and no potential errors are identified, the following message will
be displayed. Select OK to proceed.
Smart Way Validation Check [X_
No errors found on this screen.
OK
Figure 49: Validation Check Notification - No Errors
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If missing or potentially erroneous inputs are identified, you will see the following message.
Select Yes to see a complete list of validation errors/warnings. An example Validation Check results
screen is provided in Figure 50.
SmartWay - Error
There are errors and/or warnings on this screen that have been highlighted for your attention. Red indicates errors (which must be addressed);
yellow indicates warnings.
NOTE: If you are confident that the information you have provided is correct, double-click on the highlighted field and provide text explaining the
reasons for the out-of-range value. Doing so will cause the error to be changed to a yellow-flagged warning instead.
Do you want to see a list describing the problems with these items?
Yes
No
Figure 50: Validation Check Notification -with Errors/Warnings
The
Why can't I make corrections?
and
Show my errors/warnings as a spreadsheet
buttons at the bottom of the screen provide additional information to assist you in correcting any errors.
Specific information is also provided regarding any values that are unusually high or low compared to
industry averages (e.g., see the second entry). In this case, three possible data entry problems were
identified for correction: one involving a suspiciously high "average empty miles per year" value, one for
a low MPG value, and one for a missing value. Two of the three messages involve errors that must be
addressed through modification of the data entry (message #3), or by providing a text justification of the
value by double-clicking on the highlighted cell (message #1). Both of these items must be addressed
before the Tool may be submitted to EPA. The remaining item (#2) is listed as a warning, and does not
have to be addressed before submittal to EPA, although you may provide documentation for this value by
double-clicking on this cell if you wish.
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Smart Way Validation
Below are the errors/warnings that have been detected.
- Errors must he addressed before you can submit your data.
- Warnings should be reviewed but will not prevent you from submitting your data.
ERROR: [Diesel] Activity Information: For Empty Miles Driven, under class 6, the amount (3,001,584) is currently more
than 50% of Total Miles Driven (4,007,215), which is outside the expected range, NOTE: If you are confident that the
information you have provided is correct, double-click on the highlighted field and provide text explaining the reasons
for the out-of-range value. Doing so will cause the error to be changed to a yellow-flagged warning instead.
WARNING: [Diesel] Activity Information: For MPG under truck class 8b, your calculated value (4.8) is below typical
industry averages (5.4-6.4).
ERROR: [Diesel] Activity Information: For % Capacity Utilization, the field under Class Bb is blank.
ERROR: [Diesel] Activity Information: For Average Annual Idle Hours per Truck, under Class 8b, the value cannot
exceed 8,760. MAKE SURE TO ENTER ALL YOUR IDLE HOURS INFORMATION IN AVERAGE HOURS PER YEAR PER
VEHICLE.
Why can't I make corrections?
Show my errors/warnings as a spreadsheet.
Figure 51: Validation Check Screen - Example Results
Once you close the Validation check screen, you will see warnings and errors highlighted in a red or
yellow on the Activity Information screen, as shown in Figure 51. Entering new data in a highlighted cell
will cause the colored shading to disappear, even if the new value is still invalid. To check the validity of
your newly entered data, select the
above as necessary.
VALIDATE
SCREEN
button again and repeat the procedure described
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Truck Tool: ABC Trucking, Inc.: Example Dry Van Fleet
General Information Diesel Vehicles
CNG Vehicles
Model Year & Class Activity Information
PM Reduction
Select the "Add" buttons to identify your data sources. (After specifying your data sources, the button will read "Edit"; you may select "Edit" to make
changes as needed.) In the "By Truck Class" columns, enter your data for each truck class (only those classes selected on the "Model Year & Class" tab
appear below). The "Overall Fleet" column will automatically display fleet/division-level information based on the data you enter for your truck classes.
Diesel
Overall Fleet & Data Source
Overall Fleet | ? | Data Souri
Total Miles Driven (exact values)
Revenue Miles Driven (exact values)
4,007,215 19,946,823
Empty Miles Driven (exact values)
• Gallons of Diesel Used, incl. Biodiesel K Reefer
(exact values)
_7J Gallons of Biodiesel (B100 Equivalents)
3,500.926 18,098,756
| 1,983,675
4,783,686 |lFTA 598,214 \
Calculated MPG—> |~~ 6,7
r
? I Average Payload (tons) - Cargo Weight Only [
Select buttons at right for Payhad Calculator ->
_7J Average Capacity Volume (cubic feet)
Select buttons at right for Volume Calcu/ator->
_?J Capacity Utilization (excluding empty miles)
? | Road Type / Speed Categories
Select buttons at right for Speed Range Calculator ->
? | Average Annual Idle Hours per Truck
Calculate Idle Hours Per Truck
* Indicates that default speed distributions were selected for urban road types.
Figure: 52 Validation Check - Highlighted Activity Screen
Follow these steps to check the different types of validation warnings/errors.
• First ensure that any highlighted blank cells are completed and that all standard range checks are
satisfied (e.g., all percentages must be between 0 and 100, etc.).
• If "Total Miles Driven" entries are highlighted for any truck class, this means that the expected
annual miles per truck have been exceeded. Calculated annual mileage values are shown on the
Activity Information screen below the calculated MPG values. You may revise these values by
adjusting either "Total Miles Driven" OR the "Total Trucks" (on the Engine Model Year & Class
screen). Unless the calculated mileage value is greater than the absolute maximum allowed, you
may leave these values as they are, and simply enter a text explanation (for "red" warning
values). In this case your fleet will be flagged "Complete with Warnings" on the Home screen.
• If "Revenue Miles" or "Empty Miles" are highlighted, check their values relative to "Total Miles
Driven" and to one another. For example, explanations are generally required if "Revenue Miles"
are roughly less than 50% of "Total Miles Driven," or if "Empty Miles" are greater than
approximately 50% of "Total Miles Driven", although specific validation cutoffs vary depending
upon truck class, body type and operational category.
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• "% Capacity Utilization" values of less than ~40-70% must be explained.
• "Average Idle Hours per Truck" outside typical partner values must be explained.
• If any calculated MPG values are highlighted, you may revise these values by changing either
"Total Miles Driven" or the number of gallons of the fuel type used. You may also double-click on
the highlighted MPG cell to obtain a popup screen with additional information, as shown in
Figure 53. This form presents the expected MPG range based on typical SmartWay Partner
performance, as well as the calculated value for your truck class, and the "Severity" of the error
identified. (Level 1 Severity indicates the value is significantly different from partner averages,
while Level 2 Severity indicates a moderately out of range value.) If you believe this value is
accurate, enter a brief summary in the text box explaining the reasons for the high/low MPG
value and select OK to return to the Activity Information screen. (In this case your fleet will be
flagged "Complete with Warnings" on the Home screen.) Otherwise select CANCEL to revise your
total miles and/or gallons used.
SmartWay Range Validation Form
Data you provided is outside the expected range. If you are confident that the information
you entered is correct, please provide supporting details in the space below. Otherwise, select
Cancel to return to the form, so you may re-enter a new value for this field.
Field Name:
| Class Bb mpg
Out of
Range
Message:
ERROR [Diesel] Activity Information: For MPG under truck class Bb, your value (10.1) is
substantially above industry averages (5.2 - 6.7). NOTE: If you are confident that the
information you have provided is correct, double-click on the highlighted field and provide
! cut explaining the reasons for the out-of-range value. Doing so will cause the error to be
changed to a yellow-flagged warning instead.
Value You Provided: jio.l
Severity of Error:
Explanation:
Level 1*
* Level 1 indicates that the value is significantly out oF expected range. Level 2 indicates that the value is moderately out oF expected range.
Figure 53: Validation Check- Example MPG Range Validation Form
Other checks are made regarding absolute minimum and maximum inputs for miles per truck, MPG,
payload, volume, and idle hours, as well as checks regarding implicit cargo density based on payload,
volume, and capacity utilization inputs. When absolute minimum or maximum values are exceeded, the
Truck Carrier Tool Data Entry and Troubleshooting Guide | P. 84
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partner must revise the associated input values before proceeding (i.e., these values cannot be
"explained away").
The Truck Carrier Tool also utilizes a number of "logical" validation checks to ensure the reasonableness
of various inputs and category selections. For example, checks are applied regarding the consistency
between body types specified in the Fleet Characterization section and those selected in the payload and
volume calculators. If inconsistencies are found, in most instances a simple warning is indicated, and text
explanations are not required. For a complete listing of all validation checks used in the Tool, refer to the
Truck Carrier Tool Technical Documentation.
Once all potential validation errors have been corrected or otherwise verified, select
proceed to the next step.
Truck Carrier Tool Data Entry and Troubleshooting Guide | P. 85
-------
Viewing Reports
Once you have returned to the Home screen, notice that the fleet that you filled out and validated now
identifies its status as "Complete." You may now highlight the next fleet if you have another one to
complete. In the example below, the fleet listed as "Example Dray Fleet" remains to be finished. Fill out
unfinished fleets in the same manner as the previous fleet.
SmartWay Truck: Home
SmartWay
Report Year
2012
Truck
United States Version: 2.0.12
Released on: 1/1/2013
Please complete the following steps. Check boxes on the left indicate successful completion
1. Enter Partner Name (Exactly as it should appear on the SmartWay website):
I ABC Trucking, Inc.
Enter Contact Information
Characterize your Fleets
3.
4. Select Fleet for Data Entry (Double-click the fleet name or select and hit Enter):
.. AEJ-.Tiiirlinn, Tnr.ijrurktad FJpet - ComB.lete...
ABC Trucking, Inc.: Dray Fleet - Not Checked
Updated fleet
status indicator
6.
Review Year-to-Year Comparison
View Your Data Reports
Provide Additional Information
8. ^^^mnzzEittttEmiiiEzz^^^^i ? I
* ffe sure to read carefully the directions that appear when you select this option.
Screen
Demo
Figure 54: Home Screen - After Completing the Data Entry/Modification Process for First Fleet
Once you have filled out information for all your fleets, be sure that all fleets show "Complete" or
"Complete with Warnings" beside the name. If, and only if, all fleets are marked as such, you can move
on to the next step. If one or more fleets are not marked as such, review the data you entered for errors
or omissions.
Truck Carrier Tool Data Entry and Troubleshooting Guide | P. 86
-------
VIEWING THE YEAR-TO-YEAR COMPARISON REPORT
The Year-to-Year Comparison Report allows the user to compare the fleet characteristics and activity
values, as well as CO2 performance metrics across two different reporting years. This report is
particularly helpful in identifying any changes that may have occurred since your last reporting period,
determining trends in activity and performance over multiple years, and performing general quality
assurance of the inputs used for your current tool. You can access this report by selecting
Review Year-to-Year Comparison
under item #5 on the Home screen.
Figure 55 shows the data entry screen for the comparison report. First specify the reporting years which
you would like to compare under item #1. Note that your most recent year's data is already "loaded,"
including the data you have entered for your current fleet(s). In order to load data for prior year fleets,
specify the reporting year of interest and select the Load Data button. A screen will appear allowing
you to specify the location of your prior year file, using the
button as shown in Figure 56.
Truck Carrier Tool Data Entry and Troubleshooting Guide | P. 87
-------
SmartWay Truck Yeai -to-Year Comparison
In order to run a comparison report, you must have a completed Truck Tool from a previous year.
Using the drop-downs below, select the years that you would like to compare. If the year selected is a prior year,
select the "Load Data" button to import the data into this Tool.
Next, choose the units in which you would like the fuel-related components of the report to be expressed.
Choose whether you would like to see the comparison at the Partner (Company) level or the fleet level. If you
choose the fleet level, select the fleet(s) from each list that you would like to compare. (Note that the report will
combine all of the selected fleets from each list.)
Finally, select RUN REPORT to generate the report.
1. Load Data from Prior Years:
Year 1:| 2tu2 ^
2011 T Load Data
2. Select Units for Displaying Fuel-Related Information:
•i
Figure 55: Year-to-Year Comparison Report Input Screen
Truck Carrier Tool Data Entry and Troubleshooting Guide | P. 88
-------
SmartWay: Load 2010 Data
Use the Browse button to navigate to your 2010 truck tool file. Select LOAD to import that
data into this tool.
Year:
2010
Truck Tooh C:\Documents and Settings\ABC Trucking_Z010.xls
Browse-
Figure 56: Data Load Screen for Year-to-Year Comparison Report
Once your comparison years have been specified and your prior year data loaded into the Truck Carrier
Tool, you should specify how to display your fuel information: in diesel gallon equivalents, gasoline gallon
equivalents, or simply in actual U.S. gallons. Specifying diesel or gasoline gallon equivalents is useful for
comparing miles per gallon metrics when a fleet contains multiple fuel types.
Next you can specify whether you want to compare one or more individual fleets (select "Fleet-Level") or
if instead the comparison should aggregate all fleets (select "Company-Level"). Once specified, select the
"RUN REPORT" button to view the line-item data entry comparisons. An example report is presented in
Figure 57.
Truck Carrier Tool Data Entry and Troubleshooting Guide | P. 89
-------
•SmartWay
|Comparison Report [Reporting Years; 2011 & 2010
Tool: Truck Partner: ABC Trucking
Display Option: Fleeti'Division-Level Comparison
December 21, 2011
FleetOvision Name(s)
Primary Contact(s)
Contact Phone(s)
SCAC(s)
MCN(s)
Fleet Type(s)
Operation 1 Body Type
Operation Type
Body Type
Commodities
Average Cube Out
Miles Per Gallon (DGE)'
Miles Per Truck
Average Payload (tons)
Average Volume (cu Ft)
Average Capacitu Utilization
Percent Highway Driuing
Percent Urban Driving (0-25)
Percent Urban Driving (25-50)
Percent Urban Driving (50«)
Average Idle Hours Per Truck
Total Trucks
Class 2b
Class 3
Class 4
Class 5
Class 6
Class?
Class 3a
Class 3b
Total Miles Driven
Revenue Miles Driven
Empty Miles Driven
Total Gallons of Fuel (DGE)'
Diesel (DGE)'
Biodiesel(DGE)'
Gasoline (DGE)'
Ethanol (DGE)'
Other (DGE)'
Tons of COi
COi gfmile
COj gKon-mile
COS gMOOO cuft-mile
COi grfutilized 1000 cuft-mile
Change
V.
•7.054
4.854
•14.254
•4.854
•4.854
-1.554
-4.154
22.354
-0.454
4.2X
0.0/i
100.0K
O.OX
50.0K
•?.OJi
-10.6X
-13.4X
8.9/i
•14.7X
•15.3X
30.1K
30.154
•7.854
•14.754
-4.6X
B.3K
23%
Change
Amount
X
-ex
0.27
-14.351
-0.9
-119
J54
-1X
154
-5
3
0
5
0
2
-4
-772,500
-854,500
32,000
-137,369
-136,638
2,504
140
•3.344
-2,097
-32
2
19
2011
ABC Trucking: North America
Cookie Monster
(555)555-5555
COOK
#555555
For-Hire
DrayageH Mined
TL(1054) 1 LTL(IOX) 1 Drayage(80x)
DryVan(35K) 1 Reefer(15K) 1 ChassisjSOX)
Cereal Grains; Milled Grain and Bakery
Products; Other Prepared Foodstuffs;
Refrigerated Food and Frozen Food; Miced
Freiaht
30^
5.93
86,933
17.1
2,310
83K
74*
CM
11K
»,•/.
1,191
75
2
10
4
6
-
-
53
6.520.000
5,515.000
1,005,000
1,090,236
1,033,332
10,830
604
45,470
12,127
1.6S7
99
730
830
2010
ABC Trucking: Worth America
Cookie Monster
(555) 555-5555
COOK
#555555
For-Hire
Drayage t Mixed
TL(1054) 1 LTL(10X) 1 Drayage(30K)
DryVan(35K) 1 Reefer(15x) 1 Chassis(50x)
Cereal Grains; Milled Grain and Bakery
Products; Other Prepared Foodstuffs;
Refrigerated Food and Frozen Food
S6K
5.71
101,235
13.0
2,429
89X
74K
m
\\y.
3x
1,196
72
2
5
4
4
57
7,292.500
6,369,500
923,000
1,278,104
1,220,000
8,327
464
49,314
14,224
1.763
98
729
811
' Diesel Gallon Equivalents
Figure 57: Example Year-to-Year Comparison Report
Truck Carrier Tool Data Entry and Troubleshooting Guide | P. 90
-------
The example above indicates that a change in commodities has occurred since 2010, with no other
changes in basic contact and fleet characteristic information. Comparisons are also shown for a number
of activity parameters including:
• average payload
• average volume
• average capacity utilization
• percent driving by road type and speed bin
• average idle hours per truck
• number of trucks by class
• total, revenue, and empty miles driven
• total gallons of fuel used (in this case, in diesel gallon equivalents (DGE))
A variety of calculated annual performance metrics are also shown, including:
• miles per gallon (here, in diesel gallon equivalents)
• miles per truck
• tons of CO2
• grams CO2 per mile
• grams CO2 per ton-mile
• grams CO2 per 1,000 cubic foot-miles
• grams CO2 per utilized 1,000 cubic foot-miles
Percentage changes are also indicated for each of these items, relative to the earlier year baseline values.
Truck Carrier Tool Data Entry and Troubleshooting Guide | P. 91
-------
VIEWING OTHER DATA REPORTS
Once you are ready to continue, select
the following screen:
View Your Data Reports
to go to
SmaMWay Reports
Please select the report you would like to view.
Iptemal Metres Report
Fleet Characterization Report
General Information Report
Tmrk Counts Report
Activity Information Report
PM Reduction Report
Port Drajt Program Report
Comments Report
Out of Range Report
Data Source Report
Partner information Report
The Internal Metrics Repeat estimates the CO2, NOx, and PM
enriKslons for you fleets. You can view these estmates based on
truck class, fuel type, or fleet.
The Fleet Characterization Report displays all of the data you
entered in the Fleet Characterization section,
The General Information Report displays at of the data you entered
ri the General Information section.
The Truck Counts Report displays all of the data you entered n the
Enejne Model & Year section.
The Activity Information Report drsplays all of the data you entered
r the Activity Information section.
The PM Reduction Report displays al of the data you entered in the
PM Reduction section,
If you elected to participate in the Port Dray Prop/am, this option
wift allow you to print out a summary of your inputs and results.
The Comments Report displays al of the comments that have been
entered throughout the Tod.
The Out of Range Report displays al of the the values throughout
the Tool that were not within the expected range,
The Data Source Report cksplays all of the data source information
you provided throughout the Tool.
The Partner Information Report displays the partner information,
logo qualification and suggestions you provided in Step 7,
Screen
Demo
Figure 58: View Reports Menu
Truck Carrier Tool Data Entry and Troubleshooting Guide | P. 92
-------
Selecting any of the green buttons on this screen will display the indicated data. Several reports
summarize the data you entered on specific data input screens, such as the Truck Counts Report
(corresponding to the Engine Model Year & Class screen) and the Activity Information Report
(corresponding to the Activity Information screen). The Out of Range Report may be particularly useful
in identifying and addressing those inputs flagged as potentially erroneous during fleet validation.
Select the
Internal Metrics Report
button to review the performance of your fleets in terms of
grams per mile and grams per ton-mile, by pollutant type. After selecting this button you will be asked to
specify the level of detail/aggregation you wish to display as shown in Figure 59.
SmartWay Reports
Select the level of detail you wish to display
(* Display only totals
f Display details For each Fleet/Division
(~ Display details for each Truck Class
(~ Display details for each Fleet/Division and Truck Class combination
("• Display details for each Fuel Type
f~ Display details for each Fleet and Fuel Type combination
Figure 59: Internal Metrics Report Selection Menu
Selecting any of the summary report types will take you to a screen allowing you to preview and print
your reports. Figure 60 shows one of many sample reports that the Tool can generate for you; in this
case summarizing emission reductions in tons and assorted performance metrics at the Partner Total
Truck Carrier Tool Data Entry and Troubleshooting Guide | P. 93
-------
level (including all fleets). These reports will prove useful for your company's evaluation and
improvement efforts.
^SmartWay
Tow: Trua Partner: A BC Trucw
aj Optional: Touts Oni?
art-ss wt
«[i3»cijkij
Tfen-Mlk
tf»<»D
(UrttcB ft
-------
Providing Additional Information
After completing Steps 1 - 4 on the Home screen, you may provide EPA with additional information
regarding your company, potential use of the SmartWay Logo, and general feedback regarding the
SmartWay program. This information is optional and is not required in order to submit your Truck Carrier
Provide Additional Information
Tool data to EPA. Selecting the
Home screen will open the Partner Information form (see Figure 61).
I button on the
(Iw. |j.ir,n-1-, UfltlUf (J. rniMrtWjv will mr 11 ii" iiiiumi.itn.in you iUbfflrt ID i ri'jH' .1 'xiwr) Wjy Pjr tnei profile [KII |i' IW yuiir i MI^MI iy uri UK- 'iiii.jtHV.ry
wetmti?. You do not need to complete every question. 5nn*lWay ** NOT edit lot tveMng or or4 you
whli It to appear. II your company contdkK * ptibkc relations fimctlon,, you m*y want them lo review before witwmtlal, however, keep your Smartway
A* cUlr mnwnri. sni.wtw.iy WHL review (of jppropnilc content, Infomulnn provided '.Imiil bp mlornMttao*! In iHtue, *nd i(wdt to the qurition.
I'.,it.,,•! Name; in
U* to you ccrrpjn-f'i.
or Srnxwjy w«fe IMQ>:
Enecutwa Offlca's quote on your Snutway pafttopation; [SOO chaactBTS mat)
Oesciotion of ytu besi mestmen? n emssust or fuel urrtng tecl'rtfefl,-: 1.3000 ch»*:t«s man)
Goal ta SmrtWiy oarlaMboo (3000 Gharscteu mjd)
-------
Trailer Logos may be placed directly on your equipment to display your fleet's qualification. Use this
screen to provide information regarding your qualification for, and planned use of, the Partner, Truck and
Trailer Logos. Use the scroll bars to display more questions and input fields. Additional information on
Logo qualification and use can be found by selecting the
SmartWay Partner Logo Information
button or the
View the SmartWav Designated Tractor specifications
and
View the SmartWav Designated Trailer specifications
links.
Iruck: jjj: 11111
t nr* [iifiirriul mn logo
II* SiiurtWdy PARirCR t uiru TV prunlKl ,H 11 n- i inigi.iriv li-vi'l to P.* trim tli.it nwi-t '.irijrl Wjy\ Pjrtrwr nnkurininiM iHTlurnunr ttvMtaUi. Fur
itetafed •itornwtioM on ti* Sm# twjy Pattnet Logo, dick here;
i'..ir.«•! v«in-: IN
SfiurtWiy Partnership Looo
The Sma tWiy PARTfCR Logo 6 provded at (he company level to Partners
that meet SmartWa/: Partner envronneota) pertatmance trteshcWs.
r I ra-« i»d !he 5m«tWw Logo Use .sl
<- * »y tenors mert die Sm^W«dtwiv*tdsp«f«:adcrH,[ agree
TOACTOS Logo me ifnittna. (cnwot pige)
Mn.ir I W.ir 1KAII 1 K Logo
VPw the £nurtW«
m**t tht SmaitWAy dtftgrktod ip«J'^««yrt. wnd rw
nwutu«>
_^J r~ i rtcnd So u» the ^urtWoy IrwtiUigil
Figure 62: Logo Qualification Screen
Truck Carrier Tool Data Entry and Troubleshooting Guide | P. 96
-------
Figure 63 displays the Suggestions screen. You may respond to some or all of these questions in order to
provide feedback regarding the various aspects of the SmartWay program. SmartWay values your
feedback. Any information you provide will be used to improve the program, and will be kept
confidential. Use the scroll bar to the right to display additional questions.
truck: jjj: 11111
I1.- I n. I I ill nri u.vl mr. L irfiii IJi i.ilih* .»1 Hilt
WNCftAl: PrwvUi- fcKlwik to SirurtWdy
i'.«fiH-I Name; in
This WO* « apteral. Srrurt Vtff V*UB im *wdMd: jnd nftnnstoi wo pomfe wi bit kwX
No
r
r
r
wi8*i SmirtWw jrd »* b» u^ to WBTOW* th»
Pleas* tmwcf Yes or No
CM you use Bw QUck Slat Via GUde?
Do you >ead the Tool Tedrtm Daojnstwtxjrfl
Co you ttsfJtftf «ai the 9m»1Wi* webste?
On * vcate ol 1 to 10, 10 twng lh» bwt:
H6w do tou ratB the Sm*tw« Tort?
HOW do now rate the SmartWsy USer Gu*?
How do ycu (ate the SiraiWw Tethrtal Oociment?
How do ton (ate the Srartway WebsSe?
How do you r^te Smart Wai nopal nutaufe?
On J tute ul 1 lo 10, 10 mrjrtnu
zl
d
Figure 63: Suggestions Screen
Once you have completed these three screens, select the
screen.
button to return to the Home
Truck Carrier Tool Data Entry and Troubleshooting Guide | P. 97
-------
Submitting Data to SmartWay
Congratulations! You are now ready to send your data to EPA.
Select the
Generate File to Send to EPA*
button, which will open the following screen.
Create lubmbilon flic for EPA
vSmartWay
Report Year
2012
Truck
RI*'.IM-.| MM: I 1 -jmi
6y checking the bo* betow, I ih-i l.irr that information suliniim>il via this loot K, to Ihe best of my knowledge, accurate, I understand
tli, 11 ,uiy |MTS iw rmshMifnu,
statement to trie government, or diy tK>rsan vrfia niiikes a material onih«,lon hi the ccurse ol neM]otu(ii>g or performing under IhK
Agreement, may be sitiject to iabKty under all applicable civil and crlmiral statutes hcludiiig IB U.5.C. ICKJl (criminal llab*ly for false
statements), 31 U.&.C. 3801 - 3912 (civH liabifity for faKe statements) and 31 U.S.C, 3729-33 (Ihe False Oaims Act).
1 1 understand and wee to the terms of this aoreement.
Figure 64: Creating Submission File for EPA
Select the checkbox to indicate you understand the terms of the SmartWay Partnership Agreement once
again. Next, a question will appear asking if you are an existing SmartWay Partner (Y/N). If you are, a
question will appear asking if you submitted your data the previous reporting year. If so, you must then
enter your Annual Submission ID, which has been sent to you by your SmartWay PAM via email. If you
cannot locate your submission ID you can select the link "Email me my annual submission ID" to have
your ID sent to you.
Truck Carrier Tool Data Entry and Troubleshooting Guide | P. 98
-------
Create luboibstan file far EPA
SmartWay
Report Year
2012
Truck
United St-itei Version: 2.0.12
RtftNHtd 0*1:1/1/2013
By [tie* king the box tn-tow, I tktldre that IN? information submit ted via this Tool K, to I hi- Ix'M of my knowledge, i nirv 111 iitijiilr.Kiinj or |j|'rhirni«ii| urnliT UBS Ai|rifiiii-nt, m.iki-v, |in '\rnls fir si JimiN ,i l.iKi' INT iiv',lr,niiii|
st,i(cim>i it ta the qovi'rtmiptit, or ,my person who indices ,1 material omission in tl if course of negotiating or performing under I liK
Agreement, may be siAject to labttty under all applicable civil and crimiiat statutes inchidkig IB US.C. 1001 (criminal iablty for false
statements), 31 M.S.L, 3801 - 3812 (civil lidWity for false statements) and 31 n.'-.i 3729-33 (The False Claims Act).
*• [ understand and aoree to the terms of (us syeement
Ptesse ansmier the nusrtonDiat appears betow. Depending en y«ur **ww(s), aAJitiorwl cjuwwrs m»/ appear lhat afeo requres ai answer.
will «low B=A to tettr process yor iubmiMJOn.
Are you an existing Partner n SmartWay?
Did jtpu submit dbta last year?
Ybs
a
No
r
Please enter the am^l sUwiSsBn ID your PAM seiK you m sn smart. IF fou elo not have Hie *mual atfcfwssion ID and
you were either the designated Primary Contact or Executwe Contact n last year's subnii&iori, you can use the Ink
below ID haws yor annual siijmisson ID em*ted to you.
If you tort find ^or annual submission ID, you can use the Ink betow to nave your submission ID emailed ID you provldhg that you are either
the Primary Contact or Executive Contact on record and that your email addrets hasnt changed. If you wwe desgrBted as either 9ie Primary
Coritaei or i««eutwe Cerit«t ri l»t year's sUimassfln, you *e p^**ly * ccntael on r«ord~
Ern-Jil ITIL» my anr<>jl ajjrrnssofi ID.
You are now ready tc create your submission He, Mease select the Continue button below.
Scre«n
Demo
Figure 65: Completed Submission File Screen
When ready, select NEXT to create a file with the following naming convention:
Truck_PartnerName_ Year_ VO.xml
For example, Truck_ABCompany_ 2012 _VO.xml
where PartnerName is your company's name as entered for Step 1 on the Home screen, and Year
indicates the year for which you are submitting your data.
Next specify the folder where you would like to save the. xml file, and the following screen will appear.
Truck Carrier Tool Data Entry and Troubleshooting Guide | P. 99
-------
SmartWav - Instr
SmartWay*
Truck
United States Version: 2.0.12
Released on: 1/1/2013
A copy of this file called C:\Documents and Settings\TJacksQl\My Docunrients\sw-truck-carrier-tool
\Truck_ABC Trucking, Inc._2012_VQ.xml has been created and is ready to be emailed to EPA.
The file was saved in a folder called: C:\Documents and Settings\TJacks01\My Documents\sw-truck-carrier-
tool\
YOU MUST RETRIEVE THE FILE FROM THIS FOLDER AND EMAIL IT TO EPA IN ORDER TO COMPLETE YOUR
SUBMISSION.
Please open a new email message, attach this new file, and send it to smartwayjiransport^epa.gov, or to
your Partner Account Manager (PAM) if your company is an existing Smart Way Partner,
If you have any questions on this submission process, please contact the SmartWay Transport Partnership
Call Center at (703) 214-4767 or email smart way _transport@epa. go v.
PRINT
SCREEN
Figure 66: Instructions for Submitting xml File to EPA
Follow these instructions for submitting your .xml file to SmartWay. Note that the .xml file is
approximately 10 times smaller than the .xls files the tool generated in the past. Upon selecting NEXT, a
screen will appear that allows you to close the Truck Carrier Tool or return to the Home screen.
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.
Truck Carrier Tool Data Entry and Troubleshooting Guide | P. 100
-------
Troubleshooting the Tool
Although the SmartWay tools have been tested extensively, you may encounter errors. Intermittent
errors have been encountered when opening the Tool from an e-mail rather than from a drive. In
addition, note that you will not be able to open the Tool successfully directly from the SmartWay
website, so save the Tool to your hard drive before opening. If you encounter an error during use of the
Tool, try restarting the Tool directly from a disk drive, with all other Excel files and applications closed. In
addition, make sure that your computer is using a system and application version validated for use with
the SmartWay tools (Windows XP or later operating system, and Excel Office 2003 or 2007).
If you continue to encounter problems, make a screen capture of the error message, and save the Tool at
that point. (You can make a screen capture by pressing the keys Alt and Print Screen at the same time,
and then pasting the image into a document such as MS Word.) Then send the screenshot, along with
the saved Tool to your Partner Account Manager for further assistance.
Truck Carrier Tool Data Entry and Troubleshooting Guide | P. 101
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Appendix A- Port Dray Program Data Requirements and Calculations
EPA's SmartWay Drayage Program recognizes Partners for reducing diesel emissions from port drayage
trucks. Drayage is the short distance transport of containerized freight goods between marine (or rail)
terminals and local distribution centers. The following provides an overview of the program and the
associated data input requirements for the Truck Carrier Tool.
The Partnership Elements: EPA has developed an emissions calculator to help port truck carriers
measure their particulate matter (PM), oxides of nitrogen (NOx), and carbon dioxide (CO2); identify
strategies to reduce harmful diesel emissions and track emissions performance on an annual basis. To
participate, drayage carrier partners sign a partnership agreement and commit to track emissions,
replace older dirtier trucks with cleaner, newer ones, and achieve at least a 50% reduction in PM and 25%
reduction in NOx, below the industry average, within three years. Shippers who are already members of
SmartWay commit to ship 75% of their port cargo with SmartWay dray carriers within three years. New
Shipper Partners must sign the SmartWay Shipper partnership agreement and the drayage addendum.
Business-to-Business Advantage: SmartWay drayage carriers are preferred by SmartWay Shippers, and
they want to ship their goods with participating SmartWay drayage partners. Shipper Partners are
already giving business priority to SmartWay drayage carriers.
Technical Support: EPA will assist SmartWay drayage partners in developing and meeting goals.
Recognition of Existing Environmental Improvements: A dray carrier fleet's existing age and emissions
strategies, coupled with continued improvements, determine status in the Partnership. Full credit is
provided for fleet improvements made to date.
Promotional Opportunities and Public Recognition: The SmartWay Transport Partner brand of
excellence is awarded to qualifying Partners as a visible cue to business customers and the public, to use
in their advertising and other promotional media. The SmartWay brand sends a message that
participating dray carriers are champions of environmental stewardship. The SmartWay brand also helps
customers and consumers to make educated choices about SmartWay recognized products and services.
Visible exposure through national and regional events, advertisements, articles, and special recognition
are just a few ways that EPA commits to recognize dray carrier partner achievements.
Truck Carrier Tool Data Input Requirements: Those fleets with 75% or more of their operation in the
Dray Operation Category are eligible to participate in SmartWay's Port Drayage Program. These fleets
have the Step 6 - Port Dray Program option displayed on the General Information screen (see Figure A-
1).
Truck Carrier Tool Data Entry and Troubleshooting Guide | P. 102
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Truck Tool: ABC Trucking, Inc.: Example Dry Van Fleet
General Information I Diesel Vehicles
Please enter general information for this fleet/division. To enter comments about this fleet/division, use the Comments button that appears near the
bottom right corner of this and all subsequent screens.
1. Short-haul vs. long-haul split: j
Short Haul | ^5" %
Long Haul | 25" %
2. Fuel types found in this fleet/division (indicate all that apply):
17 Diesel / Biodlesel r LPQ l~ CNG
r Gasoline / Ethanol T LNG
3. Particulate Matter Reduction _?J
Check this box if you employ particulate matter reduction technologies for
trucks with diesel engines that were built in 2006 or earlier,
PM RL'JijLtirjn
4. "Cube Out" Percentage _?J
Enter the percentage of truckloads that
utilize 100% of available cargo capacity, 80~%
while remaining under allowable weight limits
(i.e., cube out before weigh out).
5. Commodities List
Select the View/Select Commodities button
to specify which commodities your
fleet/division normally carries.
View/Select Commodities
Current Status of this Fleet/Division: Complete
6. Port Dray Program ? |
Check this box if you wish to participate in the EPA Port Dray Program.
r Port Dray Program
Port Dray Program
Selection Option
Displayed
Figure A-l: General Information Screen with Port Dray Program Option
Checking the Port Dray Program box will activate the Port Dray Program Agreement screen shown in
Figure A-2. Select the box on this screen indicating you understand and agree to the terms described
therein, and select OK to return to the General Information screen.
Truck Carrier Tool Data Entry and Troubleshooting Guide | P. 103
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Smart Way Port Dray Program Agreement
EPA's SmartWay Drayage Program recognizes Partners for reducing diesel emissions from port drayage trucks. Dray age i*.
the short distance transport of containerized freight goods between marine (or rail) terminals and local distribution
centers.
The Partnership Elements: EPA has developed an eniiiiiom calculator to help port truck carriers measure their
participate matter (PM), oxides of nitrogen (NQx), and carbon dioxide (CO2); identify strategies to reduce harmful diesel
emissions and track emissions performance on an annual basis. To participate, Drayage Carrier Partners select the box
betow and commit to track emresiara, replace alder tlirlicr tnn k*. with ( ISMIIPT. newer tints, HIII] achieve at |HH»,| a 5Q*V»
reduction in PM and 25% reduction in NOx, below the industry average, within three years. Shippers who are already
members of Smartway commit to ship 75?/« of their port cargo with Smartway Dray Carriers within three years. New
Shipper Partners must sign the SmartWay Shipper Partnership agreement and the drayage addendum.
f~ I understand and agree to the terms of this agreement .
Business-to-BusneK Advantage: Smartway Crayaeje Carriers are preferred by Smar tway Transport Shppers, and they want to ship
that goods with partiopathg SmartWay Drayage Partners. Shipper Partners are already giving business priority to SmartWay Dray age
Technical Support: EPA wl assist Smartway Drayage Partners n devetopng and meeting goals.
Recognition of Enstng Environmental Improvements: A dray carrier fleet's existing age and emissions strategies, coupled with
continued improvement^; deterrme status in tins Partnership. F«J credit is provided for fleet improvements made thus far.
Promotional opportunities and pubic recognition: the Smartway Transport Partner brand of excetence Is awarded to qualifying
Partners as a visible cue to business customers and the pubfc, to use ri the* advertising and other pr emotional media. The Smart way
brand sends a message that partcpating Dray Carriers are champions of envronmental stewardship. The Smartway brand also helps
customers and consumers to make educated chcces about Smar twa? recognised products and services. Viable exposure through
national and recjonal events, advertisements, artictes, and special recognition are just a few ways that EPA commits to recognize Dray
Carrier Partner achievements,
I** m m m m *t
I Screen 1
Demo
'•-'•• ^ ' * >1
Figure A-2: Port Dray Program Agreement
Upon returning to the General Information screen you will see additional information and data input
cells associated with the Port Dray Program (see Figure A-3).
Truck Carrier Tool Data Entry and Troubleshooting Guide | P. 104
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Truck Tool: ABC Trucking, Inc.: Example Dry Van Fleet
General Information I Diesel Vehicles
Please enter general information for this fleet/division. To enter comments about this fleet/division, use the Comments button that appears near the
bottom right corner of this and all subsequent screens.
1. Short-haul vs. long-haul split: |_?J
Short Haul | ^f %
Long Haul ^~ %
2. Fuel types found in this fleet/division (indicate all that apply): _?]
P Diesel / Biodiesel r LPG l~ CNG
r Gasoline / Ethanol l~ LNG
3. Particulate Matter Reduction J?J
Check this box if you employ participate matter reduction technologies for
trucks with diesel engines that were built in 2006 or earlier.
PM Reduction
4. "Cube Out" Percentage ?"
Enter the percentage of truckloads that
utilize 100% of available cargo capacity,
while remaining under allowable weight limits
(i.e., cube out before weigh out).
5. Commodities List
Select the View/Select Commodities button
to specify which commodities your
fleet/division normally carries.
View/ Select Commodities
Current Status of this Fleet/Division: Complete
6. Port Dray Program J?J
Check this box if you wish to participate in the EPA Port Dray Program.
I* Port Dray Program
As a participant in the Port Dray Program, you will need to provide the information
below:
1. Trucks equipped with ?
Auxiliary Power Units (APU):
2. Trucks equipped with •? r
Smart Way Tires:
SmartWay Tires
3. LNG Vehicles:
15
Port Dray Program
Selected
Use the "LNG Vehicles" tab above to provide
information on your LNG trucks (if applicable).
4. Particulate Matter Reduction: Use the "Diesel Vehicles" tab above to provide
information on your PM reduction efforts. The PM
Reduction is a separate sub-tab on the Diesel tab.
Once you have provided information on the four items listed above, select the "Port
Dray Program" tab (found on the Diesel Vehicles tab) for a summary of the results.
Figure A-3: General Information Screen with Port Dray Program Information and Inputs Activated
In order to participate in the program, first enter the number of auxiliary power units (APUs) installed on
your fleet's trucks. An APU is a small diesel fuel-powered generator mounted outside the cab that
provides the operator heat, air conditioning, and/or electrical power to run in-cab appliances. Next,
input the number of trucks equipped with SmartWay Tires. Options include both dual tires and single
wide tires (single wide tires replace the double tire on each end of a drive or trailer axle, in effect turning
an 18-wheeler into a 10-wheeler). Low rolling resistance tires can be used with lower-weight aluminum
wheels to further improve fuel savings. Enter zero in each of these cells if these strategies are not used
on your vehicles. Otherwise, make sure that the number of trucks specified does not exceed the total
number entered on the Engine Model Year & Class screen.
If your fleet includes LNG vehicles, make sure to characterize those vehicles on the LNG screen. In
addition, note that the PM Reduction box on the General Information screen is automatically checked
upon selection of the Port Dray Program checkbox (see Figure A-3). Make sure to characterize your dray
fleet's PM reduction strategies on this screen.
After entering the required data regarding your dray fleet, the Truck Carrier Tool will calculate your
fleet's Environmental Performance Score consistent with the Port Dray Program evaluation guidance.
See http://www.epa.gov/smartwav/partnership/drayage.htm for additional details regarding the
program. Information regarding how the Environmental Performance Score is calculated is presented in
Truck Carrier Tool Data Entry and Troubleshooting Guide | P. 105
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the Truck Carrier Tool Technical Documentation (see http://epa.gov/smartway/partnership/trucks.htm
to download). You can view a summary of your Dray Program inputs and the associated Environmental
Performance Score on the Port Dray Program screen, adjacent to the PM Reduction tab (see Figure A-4),
or by reviewing the Port Dray Program Report on the Reports Menu screen.
Truck Tool: ABC Trucking, Inc.: Example Dry Van Fleet fx]
General Information | Diesel Vehicles
Model Year & Class Activity Information PM R
chicles LPG Vehicles LNC
eduction Port l)r,iy Program
i Vehicles | CNG Vehicles
Following is a summary of the information you entered as part of the Port Dray Program. For a description of the various fields and screens that were used
to determine each data item below, select the Help button in the bottom right corner of this screen. For a print-out of the information on this screen, go
to the reprort menu found on the Home screen.
Pre- 1988- 1994- 2003- 2007- Post- Emissions (Short Tons)
1988 1993 2002 2006 2009 2009 Total CO2 PM NOx
Untreated | o |
DOCandCCV | 0~ |
Flow Through Filter | o~ |
Diesel Particulate (PM Trap) | o" |
Total Trucks | o~ |
^^a] M3M ESE1 •
0 | 0 | 30
0 | 0 | 4
0 | 0 | 0
0 | 0 | 0 | 15 | 6 |
0 | 0 | 34 | 15 | 6
Reductions from APUs:
Reductions from SmartWay Tires:
Reductions from LNG:
Total Emissions:
Baseline Emissions:
Total Change;
Percent Change:
Environmental Performance:
Average Miles Per Truck:
30 | 1,838,6 0,9227 12,84
4 | 245,1 0,0861 1,71
0 | 0.0 0.0000 0.00
21 | 1,287.0 0.0025 3.51
55 3,370.7 1.0113 18.07
10 | -67.4 -0.0147 -0.36
15 | -18.4 0.0000 -0.10
0 0,0 0,0000 0,00
3,284.9 0,9966 17,61
3,370,7 2,8802 62,80
-85,8 -1,8835 -45.19
-2.5% -65.4% -72.0%
Very Good
33,028
Figure A-4: Port Dray Program Information Screen
The information summarized on the screen above is derived from the following screens within the Truck
Carrier Tool. Fields not specifically mentioned below are calculated fields:
1. Average Miles per Truck: Represents "Total Miles Driven" on the Activity Information screen divided
by "Total Trucks" on the Engine Model Year & Class screen for diesel vehicles.
2. Average Gallons of Fuel per Truck: Represents "Gallons of Diesel Used" on the Activity Information
screen divided by "Total Trucks" on the Engine Model Year & Class screen for diesel vehicles.
3. DOC and CCV: Number of trucks retrofitted is obtained from the PM Reduction screen.
4. Flow Thru Filter: Number of trucks retrofitted is obtained from the PM Reduction screen.
5. Diesel Particulate (PM Trap): Number of trucks retrofitted is obtained from the PM Reduction screen.
Truck Carrier Tool Data Entry and Troubleshooting Guide | P. 106
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6. Untreated: Represents vehicle count totals from the Engine Model Year & Class screen for diesel
vehicles, minus truck count totals from the PM Reduction screen (i.e., the number of trucks without
retrofits).
7. Reductions from APUs: Number of trucks equipped from the Port Dray Program field on the General
Information screen.
8. Reductions from SmartWay Tires: Number of trucks equipped from the Port Dray Program field on the
General Information screen.
9. Reductions from LNG: Represents "Total Trucks" on the Engine Model Year & Class screen for LNG
vehicles.
Truck Carrier Tool Data Entry and Troubleshooting Guide | P. 107
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Appendix B—Recommended Data Sources for Activity Data
Table 1 summarizes the standard Data Source categories available for selection for each data type.
Table 1: Data Source Detail Selection Options
Data Type
Total Miles Driven
Revenue Miles Driven
Data Source
As reported to IFTA Form 441
for tax reporting (interstate)
As reported to individual
states for tax reporting
(intrastate)
Determined using software
Vehicle-based data collection
As used in Federal tax
reporting
Financial data
Data Source Detail
Collected via fleet-wide GPS reporting software
Collected via odometer readings
Collected via maintenance records
Collected via driver trip sheets
Collected via standard mileage routes, e.g. PC Miler,
Household Goods Guide
Collected via fleet-wide GPS reporting software
Collected via odometer readings
Collected via maintenance records
Collected via driver trip sheets
Collected via standard mileage routes, e.g. PC Miler,
Household Goods Guide
Dispatching Software*
Transportation Management System (TMS)*
Determined via Electronic Control Module (ECM)
data recorder/logger*
Collected via electronic Transportation Management
System (TMS)
Collected via GPS-enabled TMS
Collected via manual input into company database
with driver trips sheets
Collected via non-electronic company records
Accounting/billing software*
Tax reports/IRS and State*
Truck Carrier Tool Data Entry and Troubleshooting Guide | P. 108
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Data Type
Revenue Miles Driven
(cont'd)
Empty Miles Driven
Gallons of Fuel UsedA
Data Sou rce
Determined using software
Based on total mileage
Collected automatically/
electronically / manually
Financial Data
Determined using software
Based on total mileage
As reported to IFTA Form 441
for tax reporting (interstate)
As reported to individual state
for tax reporting (intrastate)
Data Source Detail
Dispatching Software*
Transportation Management System (IMS)*
Equal to total miles
Total miles less empty miles
Calculated as a percentage of total miles*
Collected via electronic Transportation Management
System (TMS)
Collected via GPS-enabled TMS
Collected via manual input into company database
Collected via non-electronic company records
Collected via odometer readings
Collected via driver trip sheets
Accounting/billing software*
Tax reports/IRS and State*
Dispatching Software*
Transportation Management System (TMS)*
Total miles less revenue miles
Calculated as a percentage of total miles*
Collected via electronic fuel receipt
Collected via paper fuel receipt
Collected via driver trip sheets
Collected via electronic expenditure data
Collected via paper expenditure data
Collected via electronic fuel receipt
Collected via paper fuel receipt
Truck Carrier Tool Data Entry and Troubleshooting Guide | P. 109
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Data Type
Gallons of Fuel Used
(cont'd)
Average Payload
Average Volume
Capacity Utilization
Road Type / Speed
Categories
Data Sou rce
Determined using software
Vehicle-based data collection
Based on MPG estimates*
Bills of Lading - electronic
records (preferred)
Bills of Lading - manual
records
Ranges provided by calculator
Determined using company
records*
Defaults from calculator
Collected automatically/
electronically/ manually
Determined using software
Collected automatically/
electronically
Transportation Management
Data Source Detail
Collected via driver trip sheets
Collected via electronic expenditure data
Collected via paper expenditure data
Dispatching Software*
Transportation Management System (TMS)*
Determined via Electronic Control Module (ECM)
data recorder/logger*
User-provided
Based on actual miles traveled by specific payloads*
Trip-weighted (total payload weights /total trips)*
Based on actual miles traveled by specific payloads*
Trip-weighted (total payload weights /total trips)*
N/A (calculator)
User-provided
N/A (calculator)
Collected through load volume information
Dispatching Software*
Transportation Management System (TMS)*
Driver trip sheets*
Governed speed*
Determined via GPS
Determined via Electronic Control Module (ECM)
data recorder/logger*
Driver trip sheets*
Truck Carrier Tool Data Entry and Troubleshooting Guide | P. 110
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Data Type
Average Annual Idle
Hours per Truck
Data Sou rce
System (IMS)
Vehicle-based data collection
Driver trip reports*
Idle reduction strategy
Determined using software
Data Source Detail
Governed speed*
Determined via GPS
Determined via Electronic Control Module (ECM)
data recorder/logger*
Determined via Electronic Control Module (ECM)
data recorder/logger*
User-provided
Company "No Idle" policy in place*
Local/State idle regulation in place*
Dispatching Software*
Transportation Management System (TMS)*
* User must provide additional description regarding data collection system and calculation method.
A For electric vehicles, in lieu of gallons, use kWhrs. Common data sources for kWhrs include metering at charging dock, vehicle
data acquisition units, and smart-meter applications.
Truck Carrier Tool Data Entry and Troubleshooting Guide | P. Ill
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