Transport Partnership
U.S. ENVIRONMENTAL PROTECTION AGENCY
Logistics, Multi-modal,and Shipper
Partner 2.O.I3 Tools:     ^^^S^
Guide to Importing Carrier Data Using
the Outside Data Import Function
2OI3 Data Year - United States Version
oEPA
United States
Environmental Protection
Agency

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Transport Partnership
U.S. ENVIRONMENTAL PROTECTION AGENCY
Logistics, Multi-modal,and Shipper
Partner 2.O.I3 Tools:
Guide to Importing Carrier Data Using
the Outside Data Import Function
2OI3 Data Year - United States Version
Transportation and Climate Division
Office of Transportation and Air Quality
U.S. Environmental Protection Agency
       United States                 Office ofTransportation and Air Quality
       Environmental Protection                     EPA-420-B-14-021
       Agency
                                       June 2014

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Overview	5
             THE OUTSIDE DATA IMPORT FUNCTION IS RIGHT FOR YOU IF:	5

How the Outside Data Import Function Works	5

Preparing Your Carrier Data to Import into Your Tool.	6

       Step 1: Enter Company Level Data	7

       Step 2: Create Your CSV File	7
       Option 1: Exporta Master CSV File	9
       Option 2: Manually Build a CSV File	10
       Option 3: Create a Custom CSV File from Scratch	13

       Step 3: Populate the CSV file with Carrier Data from Your In-house Computer Systems
       	13

       Step 4: Import and Validate Your CSV File	14

       Step 5: Enter Additional Data into the Tool	16

Appendix	17

       ***SPECIAL CASES/CONSIDERATIONS***	17
             YOU WISH TO ADD ADDITIONAL CARRIER DATA AT A LATER DATE	17
             YOU HAVE MANUALLY ENTERED CARRIER DATA INTO THE TOOL AND THEN DECIDE TO IMPORT
             OUTSIDE DATA	17
             YOU CHOOSE TO EXPORT THE DATA AS A CSV FILE AFTER YOU HAVE ENTERED ACTIVITY DATA IN
             THE "Average Density" and "Average Load Percentage" pop-up CALCULATORS	17

       Glossary:	18
              DOT Numbers	18
              Emissions Factors	18
              EPA'sSmartWay Database	18
              MCN	18
              Ranking Category	18
             SCAC	18

       CSV File Field Descriptions:	19
             •    Carrier ID	19
             •    Carrier Name	19
             •    Mode	19
             •    Bin Category	19
             •    SCAC	20
             •    MCN	20
             •    DOT Numbers	20
             •    Data Availability	20
             •    Calc Metric:	21
             •    Ton-Miles	21
             •    Total Miles:	21
             •    Average Density	21
             •    Average Load Pet	21
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                 Average Payload	21
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Overview

The SmartWay Logistics, Multi-modal, and Shipper Tools have an Outside Data Import function.
This function reduces the need to manually enter carrier activity data by allowing you to create
a data file that merges your company's in-house carrier data with SmartWay's prescribed data
format.
How the Outside Data Import Function Works
This function allows you to import data from your in-house data tracking systems directly into
your Tool.

To input your company's carrier data into the Tool, you will create a Comma-Separated Values
(CSV) file that meets certain basic SmartWay specifications, and merge that file with your in-
house data to produce a complete profile of your carriers' activity.

This CSV file will be uploaded into the Tool and will save you the time of manually entering data
to calculate your emissions footprint or percent SmartWay (% SmartWay).
SmartWay suggests that you use Microsoft Excel to develop and modify your CSV files.  Excel
has standard support for CSV files, in that it can easily read and write this type of file.
                                 te your file as a Lbv jne. if
        your file as an                                   the format     to a
        CSV file by     the "Save As" function in
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Preparing Your Carrier Data to Import into Your Tool

There are five steps to preparing your CSV file for import into the Tool.

      Step 1: Enter your company level data

      Step 2: open your Logistics Business Unit/Shipper Company and proceed to the
      Import/Export screens to create your CSV File

      Step 3: Populate the CSV file with carrier data from your in-house computer systems

      Step 4: Import and validate your CSV file

      Step 5: Enter additional data into the Tool

Please note that due to the variability in Partner data systems, EPA does not have the
resources to assist you in creating and importing this file.  You should rely on your own in-
house IT/MIS computer staff.
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Step 1: Enter Company Level Data

Before you can import outside data, you must take these initial steps for completing your Tool:

   1.  Enter your company name and contact information.

   2.  Define your business unit(s)1.

   3.  Download the latest carrier data file.

   4.  When you have at least one business unit defined, you can then import carrier data for
       that business unit.

   5.  Double click on the business unit name on the Home screen.

   6.  On the Input Carriers tab, read the Instructions screen and check the box to indicate
       that you understand these instructions.

Once you have performed these six steps, you will be ready to use the Outside Data Import
function.

Step 2: Create Your CSV File

There are three basic methods for creating your CSV file:

   •   Option 1—Export a Master CSV File: This method is ideal if you have a very large
       number of SmartWay Carriers. With this approach, you generate a CSV file complete
       with all current SmartWay Carriers in the correct format.  You can then open this CSV
       file in Excel and delete any SmartWay Carriers you don't use.

   •   Option 2—Manually Build a CSV File: This method is a good option if you have a
       somewhat smaller number of carriers that you can manually identify, but you still want
       to merge your in-house data with the  carrier list (instead of manually entering carrier
       activity metrics). In this approach, you manually select carriers in the Tool and then
       export a CSV file (using the "Export Selected Carriers" button on the "Export Carriers"
       tab) that can then be populated with data from your in-house data system.
1 Terminology varies with the Tool - Logistics users define "business units", and Shippers define "companies".
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   •   Option 3—Create a Custom CSV File from Scratch: You may also choose to create your
       CSV from scratch using your in-house system. If you choose this approach, the best way
       to ensure compatibility with your file and the Tool is to start with a file exported from
       the Tool, as listed in Option 1, and as explained below. This will aid your IT staff in
       producing a CSV file with the correct format.

Step by step instructions for all three methods follow.
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Option 1:  Export a Master CSV File
       1.  Select the "Export Carriers" Tab.
                   Input Carriers
                         Activity Data
               Instructions
        Outside Data Import
                                                 Export Carriers
       2.  Select the "Export Master File" button.
           Export Status
                            Export Master File     Detailed Instructions for Data Export/Import fpdH
       3.  A "Save As" screen will pop up.

       4.  Save document as "XXX.csv" file, where "XXX" is a name of your choosing, in any
          folder on your computer for which you have read/write access.
           File name:
           Save as type:
CarrierDataMaster. csv
                     CSV Files (*. csv)
       5.  Open this CSV file in Microsoft Excel (recommended) or other software that
          supports CSV files.

       6.  Delete any SmartWay Carriers that you did not use during the reporting year.

       7.  Note that the first four lines in the master file represent non-SmartWay carriers. If
          you used any non-SmartWay carriers you must account for their combined mileage
          and/or ton-mileage in the appropriate non-SmartWay designation.

       8.  Save this modified CSV file to your computer.

       9.  Proceed to Step 4 on page 14  ("Populate the CSV file with Carrier Data from Your In-
          house Computer Systems").
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Option 2: Manually Build a CSV File
   1.  Select the "Manual Input SmartWay Carriers" tab.
            In put Carriers
Activity Data
   VoSmartWay
Data Di
        Instructions
                       Outside Data Import
  Export Carriers
Manual Input SmartWay Carriers
                                                                                     Ma
   2.  Select your SmartWay Carriers using the Tool's user interface filters (e.g., the Carrier
       Name box, the Carrier Mode drop-down list box, the Ranking Category drop-down list
       box, the SCAC and/or MCN boxes, and the DOT box). An example selection screen is
       shown below for the Logistics Tool.
I









| Activity Data <₯b SmartWay
Instructions Outside Data Import Export Carriers

Carrier Name 1 ?l
r
Carrier Mode ? 1 Ranking Category ? ] SCAC JJ MCN _2l
|AI jd l*« _d 1

Ranking
Available SmartWay Carriers: 3,167 Carrier Mode Category
3 Rivers Logistics, Inc. Logistics
30213352: Ardmore Power Logistics Logistics
3PD Inc. Logistics
A.M. Transport Services, Inc. Logistics
Accela Worldwide Logistics: 3PL Logistics
Accela Worldwide Logistics: Dedicated Logistics
Access America Transport: Logistics Logistics
Add Selected Carriers to List Below
Data Display
Manual Input Non-SmartWay Carriers


Apply filter _l|
DOT 2\
Remove Filter 7 I

SCAC HCM DOT
TVQI MC 376 181 DOTZ225931
N/A MC460017 DOTZ230S54
Tr»>W
AMNO MC224S75
AWWL MC281970
AWWO MC281S58
AATJ MC437312 DOT1631930 T
   3.  As you find each of your carriers, click the 'Add Selected Carriers to List Below' button.
       When you use this button, the carrier selected in the upper list box will be added to the
       list in the "Selected SmartWay Carriers" box at the bottom of the screen.
1 Add Selected Carriers to List Below 1


Selected SmartWay Carriers 3
1 3 Rivers Logistics, Inc.
Access America Transport: Logistics
MPearce Trucking Ltd.
o,™««te
Logistics
Logistics
Truck
Ranking
Category
Mixed
SCAC
TVQI
AATJ
PKNL
HOI
MC3761S1
MC437312
MC 197330
DOT
DOT2225931
DOT1631930
DOT302172
                   X Delete Selected Carriers
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    4.  Select the "Manual Input Non-SmartWay Carriers" tab.
         SmartWay Logistics Too!: Example: Test Fleet
                Input Ca rriers
                                          Activity Data
                                                             %SniartWay
                                                                                Data Display
            Instructions
                          Outside Data Import
                                            Export Carriers
                                                          Manual Input SmartWay Carriers
                                                                                   Manual Input Non-SmartWay Ca.
           Enter your non-SmartWay carrier information on this screen. You can reference the complete list of SmartWay carriers on the i
           determine if particular carriers are currently partnership members, and return to this screen as needed.
             Required Information Regarding Your Non-SmartWay Carriers
                     Total Number of Non-SmartWay Carriers for this Company: |

                     Please check this box to indicate that all Hon-SmartWay Carriers have been added for this company
    5.  Enter the total number of non-SmartWay carriers used by your company in the
        reporting year, and specify their modes (truck, logistics, rail, and/or multi-modal)2'3 by
        selecting the appropriate non-SmartWay carrier(s) from the list and clicking the "Add
        Selected Carriers to List Below" button.
          AVAILABLE NON-SMARTWAY CARRIER TYPES
          Carrier Name
            non-SmartWay Loqistics Carrier
            non-SmartWay Multi-modal Carrier
            Rail Modal Average
            non-SmartWay Truck Carrier
                 Add Selected Carrier Types to List Bektw
                                                        Carrier Mode
Mulfi -modal
Rail
Truck
 (Press the SHIFT or CTRL button to select multiple items)
    6.  Once you have selected all of your SmartWay and non-SmartWay carriers, go to the
        "Export Carriers" tab.
                           Input Carriers
     Activity Data
                       Instructions       Outside Data Import
       Export Carriers
    % Smart1
Manual Input Si
        Note: Steps 7 and 8 are for Shipper Tool users only.
    7.  Select the "Optional Carrier Differentiation" tab.
         SmartWay Shipper Tool: Example Shipper Company
          Basic or Comprehensive
          Instruction:
                    Outside Data Import
                                                   Manual Input SmartWay Carriei
                                                                        Manual Input Non-Smart Way Carriers
2 Note: default data for Non-SmartWay Barge Carriers are not available for the 2013 data year. This data will be included beginning
with the 2014 data year.
3 Both SmartWay and Non-SmartWay rail carriers use the same modal average performance values.
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    8.  Enter any distinguishing data you wish for each carrier selected, such as
        inbound/outbound and domestic/international designations on this screen. Begin by
        selecting a carrier in the "All Selected Carriers" box at the top of the screen.  Then
        highlight the carrier name in the lower box. At this time the optional carrier descriptor
        cells will become active at the bottom of the screen. After entering the desired
        information, select the "Apply Descriptive Data to Selected Carrier" button to save your
        data.  Repeat this process for as many of your selected carriers as needed.
         SmartWay Shipper Tool: Example Shipper Company
          Basic or Comprehensive
                                                                                                 Optional Sections
                    Outside Data Import
                                                   Manual Input SmartWay Carrier!
                                                                         Manual Input Non-SmartWay Carriers
          INPUTS ON THIS SCREEN ARE OPTIONAL - NOT REQUIRED FOR EPA SUBMITTAL
          All Selected Carriers: 7
                                                       Ranking
                                             Carrier Mode  Category
non-5rnartWay Logistics Carrier
non-SrnartWay Multi-modal Carrier
non-SrnartWay Truck Carrier
3 Rivers Logistics, Inc.
CONUS Transportation Inc
National Delivery bysterns, Inc.
Logistics
Multi-modal
Truck
Logistics TVQI MC376131
Truck TL/Dry Van CNUT MC2047772 DOT305794
Truck LTL/DryVan NDSN MC429253 DOT96639Q
             Select Carrier For Descriptive Data     • I
          Carrier Rows for J.I3. Hunt Transport, Inc.: Intermodal Division: 1
           I Carrier Nam
                                      I Business Unit      I ID Code
                                                                  Inbound j'Out bound	| [urrieL-liic.'Jnliematiijrial | Inter na Shipper Segment ]   |
                                                                                                           .tJ
                                Inbound/Outbound          Internal Shipper Segment 1
                                               3 J_\ ^D
? I I Inbound
  Domestic/International
? Domestic
                                                    Internal Shipper Segment 2
                                               Apply Descriptive Data to Selected Carrier
                                                                           X Delete Selected Carrier's Optional Information
                                                                                                         Page 14
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   9.  Select the "Export Selected Carriers" button.
          Export Selected Carriers
Export Master File
Detailed Instructions for Data Export/Import (pdf)
   10. A "Save As" screen will pop-up.

   11. Save document as "XXX.csv" file, where "XXX" is a name of your choosing, in any folder
       on your computer for which you have read/write access.

   12. Proceed to Step 4 on page 14 ("Populate the CSV file with Carrier Data from Your In-
       house Computer Systems").


Option 3: Create a Custom CSV File from Scratch
You may also choose to create your CSV file from scratch using your in-house data system. If
you choose this approach, EPA strongly advises you to start with a file exported from the Tool:
this is the best way to ensure compatibility with your final CSV file and the Tool.

To create your starter file, simply follow the  procedure outlined in Option 2, but simply select a
few carriers on the Select Carriers screen and export the file using the Export Selected Carriers
button as described. This will give you a sample CSV file with the correct format, with all of the
fields properly labeled  and in the appropriate order. At this point you would delete the sample
carriers from the CSV file and in their place insert rows for your carriers.  You will need to enter
your carrier's name, mode, and carrier ranking category exactly as they are specified in the
Tool, so the Tool  knows to which carrier you are referring.

You are now ready to proceed to Step 4 ("Populate the CSV file with Carrier Data from Your In-
house Computer Systems").

Step 3: Populate the CSV file with Carrier Data from Your In-house Computer
Systems


   1.  Open the  CSV file you created in the previous step.

   2.  At the top of the file are important warnings and descriptions of the data that need to
       be entered in each column.  These warnings and descriptions can be deleted from your
       CSV; however, do not change the header row that begins with the  label "Carrier ID".
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       NOTE: A list of the CSV fields can also be found at the end of this document, including a

       list of valid values.
   3.  Populate the CSV file with carrier data from your in-house spreadsheet.
   4.  Save your completed CSV on your computer—again, make sure you save the file as a

       CSV file (with the .csv extension), or it will not load into the Tool.

You are now ready to upload and import your final CSV file into the SmartWay Tool.
Step 4: Import and Validate Your CSV File

Make sure you have reopened your Tool. On the main Home screen of the Tool, select the
logistics business unit or shipper company into which you will be importing your CSV file.


    1.  You will now select the "Outside Data Import" tab under "Input Carriers."
                                            Activity
   2.  Click the "Select File" button on the Outside Data Import screen.

          USE OF THIS SCREEN IS OPTIONAL - NOT REQUIRED FOR EPA SUBMITTAL
          Shipper Companies with a large number of carriers may choose to prepa
          software or related data systems. Please select the button labeled "Del
          how to prepare a CSV (comma separated values) file for import into the
          data, you may import the data file into the Shipper Tool by specifying tl
          right  in order  to find the appropriate file on your computer or network.
          to check the file for proper format and content. Depending upon the si
          percentage of your file that has been validated. Once complete, the nun
          errors and/or  warnings associated with specific records at the bottom c
          offline and repeat the above steps, or continue and import the file into
          indicate when your file import is complete. Select the Next button to CD

          File Path:
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   3.  Select the XXX.CSV file you created in the preceding steps, and click the "Open" button.

   4.  After specifying the file path, you need to validate the data in your CSV file by using the
       "Validate File"' button. This performs an initial validation of the data in your CSV file.
          Select File,,,
Validate File
   5.  After the validation is complete, the Tool will display a list of errors and warnings for
       your review, and it will display a count of total records and valid records summarizing
       the validation results.
 File Path:
  |c:\Documents and SetUngs^JacksOl \Desktop\test.csv        SelettFile...     Validate File |   Import File
                                                              Detailed Instructions for Data Export/Import fpdf)
   Import Status
     Total Records   Valid Records   Invalid Records  Validating Record 2 of 2
      —2-     —2—     —0—

            If your file contains errors or warnings, a message box will appear at the bottom
            of the screen identifying what they are. You may still import the file even if
            warnings or errors are detected, although any data field failing validation may
            be ignored or may have been set to zero.  In that case, corrections can be made
            to the CSV file or within the Tool after importing your data.

   6.  The "Import File" button will now be enabled if there is at least one valid carrier entry in
       the file, allowing you to import your CSV file.

   7.  To import the file, select the "Import File" button.

         WARNING: At this point the system will delete any current carrier records
         you may have entered for this company using the Manual Input screens, as
         well as any Data Source descriptions you may have entered on the Activity
         Data screen.

   8.  After importing your file, text will appear saying "Import successfully completed."

Once you have imported your CSV file into the Tool, you may augment,  correct,  or modify any
of the carrier data using the Tool screens.
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Step 5: Enter Additional Data into the Tool

In addition to carrier-specific information, the Tool will require you to enter additional
information using the Tool user interface. This includes describing the

    •  Data Source for your Activity Data
    •  Explanations for any data that is significantly outside expected ranges (e.g., high/low
       payloads)

Shipper Tool users will also need to specify a % SmartWay option, and a description of a Custom
Factor and associated data sources if you chose to use that option for your % SmartWay
allocation.

After importing your carrier data, please review every screen among the data entry screens to
verify completeness. The Tool will prompt you when data is missing or in error.  Alternatively,
you may select the Validate  Screen button at the bottom of each screen, which will allow you to
see all of the errors.

You are now ready to review your Tool, view data reports, and submit your final Tool to EPA for
approval.
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Appendix

***SPECIAL CASES/CONSIDERATIONS*
The Outside Data Import function was designed so that you can also add more carrier data at a
later date. To add carrier data, you should use the Export Selected Carriers option so that all of
the carrier data in the Tool is exported to a CSV file. You can then insert your additional carrier
data into this exported CSV file using Excel and then re-import the modified CSV file.
 When you perform an Outside Data Import, all previously entered or imported carrier data in
the Tool is deleted. If you need to merge carrier data from the Tool with other carrier data, you
can either manually enter the additional information into the Tool, or enter it into an exported
CSV file. If you chose the latter approach, you should use the 'Export Selected Carriers" button
to export that data, and then add or copy/paste your additional carrier data into this newly
exported CSV, then re-import the updated CSV back into the Tool.
When exporting and then re- importing your selected carriers, any values you may have entered
into the Average Density and Average Load Percentage pop-up calculators prior to export will be
lost. The previously calculated output values from the calculators will still be retained, although
the calculator inputs themselves will be wiped out.  You will also lose any previously entered
Out of Range explanations.
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Glossary:
                  - Emissions factors have long been the fundamental tool in developing
national, regional, state, and local emissions inventories for air quality management decisions
and in developing emissions control strategies. More recently, emissions factors have been
applied in determining site-specific applicability and emissions limitations in operating permits
by federal, state, local, and tribal agencies, consultants, and industry.

                           - EPA maintains a database containing key SmartWay partner
information. This database is used to create the SmartWay Carrier Data file.

     - This is a truck carrier's Motor Carrier Number (MCN) number. This is an optional field
you can use to visually determine if a SmartWay carrier is one of the carriers you use. This field
is not currently used to merge SmartWay data with your carrier data. If you created your CSV
file using one of the two Export buttons on the Select Carriers screen, you should not change
these values.

                  - This refers to the operation type category used for ranking carriers (e.g.,
TL, Dry Van,  Dray, etc.). Carriers are grouped by these categories to ensure an "apples-to-
apples" comparison.  The emissions factors associated with truck carriers are the midpoint
value for their  ranking category. Note that other carrier types do not have differentiated
ranking categories (i.e., all Barge carriers are grouped in the same category for ranking).  Also
note that performance factors associated with rail carriers are based on modal averages (for
both SmartWay and Non-SmartWay carriers), based on publicly available information, rather
than on actual  carrier performance.

     - The Standard Carrier Alpha Code (SCAC) is a unique two-to-four-letter code used  to
identify transportation companies. SCACs are assigned by the National Motor Freight Traffic
Association,  Inc., (NMFTA). If you cannot remember your SCAC(s), please contact NMFTA
before proceeding. You can find NMFTA contact information at
http://www.nmfta.org/Pages/ContactUs.aspx.
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CSV File Field Descriptions:

   •   ..'.:/;'V a;   fc- - This is an internal identifier that can be used to identify your carriers. This
       number originates from the SmartWay Database.  A negative number identifies the
       carrier as a non-SmartWay carrier.  If you created your CSV file using one of the two
       Export buttons on the Select Carriers screen, you should not change these values.  If you
       are merging your carrier data with the SmartWay Carrier data using the carrier name,
       carrier mode, and carrier ranking category, you do not need to specify this internal ID
       field.

   •   •".•:',,   ,  , i,;;,,-,'  -This is simply the name of the carrier.  If you are using the internal
       Carrier ID field to merge your data with the SmartWay data, you do not need to specify
       this field. If you  are using this field to merge the data together, the names must be an
       exact match, but the names are not case sensitive. If you created your CSV file using
       one of the two Export buttons on the Select Carriers screen, you should not change
       these values.

   •   .'-I.,•>:;'.• - In this field, the carrier mode must be identified as "Truck," "Rail," "Multi-
       modal," "Barge," or "Logistics." This field is required and must be an exact match if you
       are using carrier name, carrier mode, and ranking category to merge the SmartWay data
       with your carrier data.  If you created your CSV file using one  of the two Export buttons
       on the Select Carriers screen, you should not change these values.

   •   ; !,rr ,;i  :   r  -This refers to the operation/equipment type category SmartWay uses
       for ranking carriers; e.g., TL, Dry Van, Dray, etc. (For more information on Ranking
       Categories, please  see the Glossary, above.)  If you created your CSV file using one of
       the two Export buttons on the Select Carriers screen, you should not change these
       values.  Valid values for Truck carriers are as follows:

          o  Auto carrier
          o  Dray
          o  Expedited
          o  Flatbed
          o  Heavy/Bulk
          o  LTL/DryVan
          o  Mixed
          o  Moving
          o  Package
          o  Refrigerated
          o  Specialized
          o  Tanker
          o  TL/DryVan
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The only valid value for Multi-modal carriers is Truck/Rail.  Rail, barge and Logistics
carriers do not have specific names for their ranking category.

1 :, I ., -This is a truck carrier's Standard Carrier Alpha Code. This is an optional field you
can use to visually determine if a SmartWay carrier is one of the carriers you use.  This
field is not currently used to merge SmartWay data with your carrier data.  If you
created your CSV file using one of the two Export buttons on the Select Carriers screen,
you should not change these values.

•••!•'.  s -This is a truck carrier's Motor Carrier j\[um be r. This is an optional field you  can
use to visually determine if a SmartWay carrier is one of the carriers you use.  This field
is not currently used to merge SmartWay data with your carrier data. If you created
your CSV file using one of the two Export buttons on the Select Carriers screen, you
should not change these values.

i '., / ;';./,•;r,;.:,;.i-i; -This is a truck carrier's DOT. This is an optional field you can use to
visually determine if a SmartWay carrier is one of the carriers you use. This field is not
currently used to merge SmartWay data with your carrier data. If you created  your CSV
file using one of the two Export buttons on the Select Carriers screen, you should  not
change these values.

J:ut:,\, l-ai^u •.i;,\i -This is an integer field whose valid values are 1 to 7 for most carrier
types.  The Data  Availability Option entered/selected for a carrier identifies which
carrier activity data you have available.  The data that you enter in your CSV file for Ton
Miles, Average Density, Average Load pet, and Average Payload must be consistent with
the carrier's Data Availability. If you do not specify a Data Availability Option, the  Tool
will select a default.

The seven Data Availability Options are:

          1. I know ton-miles and average payload.
          2. I know ton-miles, cargo density, and load percentage.
          3. I know ton-miles only.
          4. I know Ton-miles only.
          5. I know Total Miles and Average Payload.
          6. I know Total Miles and have general information about number of loads
             and type of cargo.
          7. I know Total miles only.

Note that Data Availability Options for LTL carriers are restricted to 2, 3, 5, and 6 due
to the difficulty allocating mileage fractions for these carriers without payload-related
information. Similarly, Package carrier options are limited to 1 to 6.

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       f       ''•   The Calculation Metric is a required field. In general, there are three valid
       values, but some of these values are only available for certain Mode and Data
       Availability combinations. The three valid values are g/mile, g/ton-mile, and g/railcar-
       mile. This field specifies the method for calculating each carrier's emission footprint. In
       making your selection, consider the most appropriate measure for the carrier's
       operation type. In general, ton-miles  are good for LTL, package delivery, barge, rail,
       multi-modal and logistics companies as well as heavier truck loads (roughly above 10
       tons), while g/mile  may be better for trucks with lighter payloads.  Railcar-miles are also
       an available option for the rail mode,  although ton-miles are preferred.

              '   >. - Depending on your Data  Availability option, this field may be required or
       ignored.  The Ton-Miles field is an integer that must not exceed 209,207,446,000.

                 .  Depending on your Data Availability option, this field may be required or
       ignored.  When entered, this field will contain the total miles per year attributed to each
       truck, barge and/or rail carrier. The Tool assumes that miles entered for truck carriers
       correspond to (full) truckload-equivalent miles. Rail-miles correspond to truckload
       equivalent railcar miles. Please see the Shipper Tool Technical Documentation for
       details regarding the calculation of truckload-equivalents for railcars. The Total Miles
       field is an integer that must not exceed 999,999,999,999,999.

         '''•','  "     '.- Depending on your Data Availability Option, this field may be
       required  or ignored. This field is used to calculate total miles, accounting for shipper-
       specific freight densities. The density calculator must be used for Data Availability
       Options 3 and 6. The Average Density field is a numeric field greater than zero with up
       to one decimal place.

           !  ,        |J ' - Depending on your Data Availability Option, the Average Load Pet
       (percent) field may be required or ignored. Use the Average Load Pet calculator to
       determine what fraction of your truck and rail carrier's cargo space is used to ship your
       freight. The Load Percent calculator must be  used for Data Availability Options 3 and 6.
       Enter the load information as requested. The resulting percentages (shown on the
       Activity Data screen) are multiplied  directly by Total Miles to scale carrier mileage. The
       Average Load Pet field is an integer field that  must be between 1 and 100.

           !  , ' "•       - Depending on your Data  Availability Option, this field may be
       required  or ignored. Enter payload  (in short tons - i.e., 2,000 Ibs) representing the
       average cargo weight per loaded trip. Average Payload must be entered for Data
       Availability Options 2 and  5. The Average Payload field is a numeric field that must be
       greater than zero. Maximum allowable  payloads vary by mode and truck operation
SmartWay Logistics, Multi-modal and Shipper Tools:
Guide to Importing Carrier Data Using the Outside Data Import Function                           |  Pg 21

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       category - please see the Shipper Tool Technical Documentation for details. The total
       number of digits, including the decimal point, must not exceed 5 digits.
SmartWay Logistics, Multi-modal and Shipper Tools:
Guide to Importing Carrier Data Using the Outside Data Import Function                            | Pg 22

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