Transport Partnership
U.S. ENVIRONMENTAL PROTECTION AGENCY
Barge Carrier Partner 2.O.I4Tool:
Data Entry & Troubleshooting Guide
2OI4 Data Year - United States Version
Unilc-d 5'.n:es
Environmijn-lal
Ag«ncv
-------
Transport Partnership
U.S. ENVIRONMENTAL PROTECTION AGENCY
Barge Carrier Partner 2.O.I4Tool:
Data Entry & Troubleshooting Guide
2OI4 Data Year - United States Version
Transportation and Climate Division
Office of Transportation and Air Quality
U.S. Environmental Protection Agency
i:wJ Stales Office ofTransportation and Air Quality
Environment! P^tBCt'O" EPA-420-B-15-011
.- . „..,.-
February 2015
-------
Part 3: DATA ENTRY GUIDE
This guide is Part 3 of a three-part series designed to help your company participate fully in the
SmartWay Transport Partnership.
In Part 3, you will learn how to enter the company and fleet data you collected using Part 2 into the
SmartWay Barge Tool. This guide covers:
1. Downloading and setting up the Tool to run properly
2. Basic organization of the SmartWay Barge Tool
3. Entering your data
4. Data validation
5. Viewing fleet performance summary data
6. Submitting data to SmartWay
7. Troubleshooting the Tool
|\ WARNING!
Completing this Tool requires a considerable amount of information about your company and the fleets
that are joining SmartWay. There are many sections and screens to complete for each fleet that you
operate. While you will have the ability to save your Tool along the way and return to it at anytime, we
STRONGLY ENCOURAGE you to review Part 1 to understand key information about joining the
Partnership and use Part 2 of this series to learn about the data requirements and gather your data
BEFORE attempting to use Part 3 to complete the Tool.
•\ NOTE - The Barge Tool is designed for vessels transporting freight by barge. If a tug is
associated with moving freight it should be included with your freight fleet; e.g. the tug puts
barge combinations together, serves as a mobile repair vessel, or otherwise supports freight
operations. Tug/tow vessel movements dedicated to other types of activity such as harbor services
(e.g., ship docking) should be excluded from Tool inputs. However, partners are welcome to use the
tool offline for analytics.
Barge Tool Users Guide Part 3 | P. 1
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Downloading and Setting up the Tool
About Microsoft Excel
Microsoft Excel is an electronic spreadsheet program used for storing and manipulating data. The
SmartWay Barge Tool was built using Microsoft Excel Forms.
Downloading the SmartWav Barge Tool
The Tool can be downloaded from the SmartWay website at
http://www.epa.gov/smartwav/forpartners/index.htm.
Please save the Tool in a folder on your hard drive; this folder will house copies of your data and future
updates.
Security Settings for the SmartWav Tools
The following instructions should appear on your screen //you need to change your security settings
before running the Tool.
Security Settings for Excel 2003 Users
Before you begin, be
sure to set your Excel
security setting level to
"Medium."
• When using
Excel 2003, on
the menu bar,
select Tools ->
Macro
-^Security.
Figure 1: Macro Drop-Down Menu
• When that window opens, select Medium.
Barge Tool Users Guide Part 3 | P. 2
-------
Security
Select
j Trusted Publishers
O VefY High. Only macros installed in trusted locations will be allowed
to run. All other signed and unsigned macros are disabled.
O High. Only signed macros from trusted sources will be allowed to
run. Unsigned macros are automatically disabled.
0 Medium, You can choose whether or not to run potentially unsafe
macros.
O LOVJ (not recommended). You are not protected from potentially
unsafe macros. Use this setting only if you have virus scanning
software installed; or you have checked the safety of all documents
you open.
OK
Cancel
Figure 2: Security Dialog Box
To run the Tool:
1) Save the Tool to your computer in a folder on your hard drive; and,
2) Double-click on the file to open the Tool.
You will see a security warning box appear (Figure 3).
Security Warning
"C:\Data\truckTool.xls" contains macros.
Macros may contain viruses. It is usually safe to disable macros, but if the
macros are legitimate, you might lose some functionality.
Disable Macros
Jj Enable Macros I More InFo
Figure 3: Security Warning Box
3) Select the Enable Macros button in the security warning box. The following screen
(Figure 4) should appear:
Barge Tool Users Guide Part 3 | P. 3
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Report Year
2014
OMB 206O 0663
Expiration Date 07/31/2017
Excel
Workbook
Background
Welcome to the SmartWay Barge Tool. This Tool indudes nver and open-water barge operations used for freight transport. Ocean-going vessel freight operations
wOl be included In a different Tool In the future.
For additional information such as the Tool user guide, technical manual or other support materials, select the button below:
n B*rqe Tool Paor of tfce SmartWay WeteAe
Or call the SmartWay Helpline at: (734) 214-4767
Or email the Helpline at: smartWByJrransport@epa.gov
Tool Help and Navigation
ughout the Tool, you wffl 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.
Proceed to the next!
Return to the previous screen
Provides additional information about data entry
fields
Provides instructions for completing each s
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
FILING FORMS WITH THE FEDERAL GOVERNMENT AND ESTIMATED REPORTING BURDEN: Respondents are not requited to fite or reply to any Federal collection of information unless it has a
vatd OMB control number. Public reporting burden for tins collection of information ts estimated to average 5.82 hours per response for mitia! registration, 2.66 hours for each annual update.
These estimates include the time for reviewing instructions, searching existing data sources, gathering the data needed, and completing and reviewing the collection of information. Send
comments regarding this burden estimate or any other aspect of this collection of information including suggestions for reducing this burden to: SmartWay Transport Partnership, 2000
Traverwood, Ann Arbor, MI 48105. or fhe Office of Information and Regulatory Affairs, Office of Management and Budget, Washington D.C.
Figure 4: Barge Tool Welcome Screen
The part of the Tool that you fill out resides in the gray, blue, and dark green forms that appear on the
screen. The Excel workbook that remains in the background - and which normally appears as a light
green screen as in Figure 4- is where all of the data you enter is actually stored. However, for the
purpose of your data entry, please do not enter data in the background workbook.
Security Settings for Excel 2007 Users
The default settings for Excel 2007 should enable you to run the Tool without any changes. To run the
Tool:
1) Save the Tool to your computer; and,
2) Open the file, and select the "Options..." button that appears after the Security Warning
just below the menu bar (Figure 5). Detailed instructions are also provided on the screen
itself.
Barge Tool Users Guide Part 3 | P. 4
-------
Marme_BETA_4-a-13,x!: [Compatibility Mode! - Mrcrosoft Excel
Anal -12 - i A," A" • s ^ =l|$--| giWraoTfrt Gtnrral .EKjl JJ& Comma 2 Commfl22 I Normal 2 Morrnal22 Norma)3
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'
Al - ,._• Ji SecuritySettingsfoftheTool
A B
• Security Settings for the Tool 1 Parametres de securite de Toutil
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.' (Pour des imtruutom en fraii$ala, 'ailes denier vera la dfolm.-'l f<-For Instructions In English, please scroll to the left.)
For Excel 2007 and Excel 2010 Users: Hi von are i/stna Excel 2003 olesse scroll down I Utilisateurs d'Excel 2007 et Excel 2010 •
If an "Options..." button appears in the menu bar above, follow these instructions: Si un bouton « Options . » apparail dans la
1 Click the Options button. Tnis button appears after the Security Warning in the Excel 2007 menu bar 1 Cliqu« iur <• bouton Option*. Ce b
2. Enable content. In the Microsoft Office Security Options dialog box. choose "Enable this content' and click OK. 2 Activation du contenu : Dans la boite
if the "Options..." button does not appear, use the instructions below. [NOTE If vou do not have a round Office button (as Sj le bouton « Options., sn'est pas affiche
shown in the picture below), you are probably using an earlier version of Excel, m which case you need to scroll to the c'est probablement que vous uWisez une ve
si vous tiOisez Excel 2003, feites deftler la page pour co/im
uton s'affiche apres I'avertissement de secunte dans la ba
de dialogue des options de securrte Microsoft Office, seiecti
suivez les directives ci-dessous [REftWRQUE Si le bouti
sion anteneure d'Excel Vous devez alors faire defiler la pac
ns for Excel 2003 users.]
1 Click the Office button. This button appears in the top left corner of the screen in Excel 2007/2010
2. Go to Excel Options. Click the "Excel Options" button m the bottom right corner of the pull-down menu
3 Go to the Trust Center. On the Excel Options screen, click on Trust Center in the left navigation bar.
4 Go to the Trust Center Settings. Click on Trust Center Settings m the bottom right portion of the screen
5 Change security settings. Choose the setting 'Disable all macros with notification' and click OK
6 Reopen the file. Close the Excel file and then re-open it
Foi Lx. el 2003USI
el 2003 |
1 Cliqu*z »ur I* bouton Office Ce bouton esl affiche dans le coin superieur gauche de fee ran dans E
2 Acees aux options d'Excel: Cliquez sur le bouton « Options Excel » dans le coin inferieur droil du
3 Ace* i an Centre d* g»*tion d* la confidential^* : Dans I'ecran des options d'Excel. cliquez sur
navigation de gauche.
Acces aux panmttr** du C»mr» d* gtttion dt la confident! a III* : Cliquez sur I'option Paramet
droite de I'ecran
5 Modification d«s paramitrti de tecurite : Selectionnez I'option * Desactiver toutes les mat
Reouverture du fichier : Fermez le fichier Excel, puls ouwez-le de nouveau.
infe
Figure 5: Security Warning Screen
3) In the Microsoft Office Security Options dialog box (Figure 6), choose "Enable Macros"
and select OK.
Microsoft Office Security Options
Security Alert - Macro
Select
Macro
Macros have been disabled. Macros might contain viruses or other security hazards. Do
not enable this content unless you trust the source of this file.
Warning: It is not possible to determine that this content came from a
trustworthy source. You should leave this content disabled unless the
content provides critical functionality and you trust its source.
More information
File Path: S: \... 012 Program Support\WA_uOJM_SWV«1arineWarine_BErA_4-8-13.xls
© Help rjrotect me from unknown content [recommended)
—^O Enable this content
Open the Trust Center
OK
Cancel
Figure 6: Security Options Dialogue Box
Barge Tool Users Guide Part 3 | P. 5
-------
If you reach this point and the Tool does not open, please review the "Software and Hardware
Requirements" on Page 7 of Part 1 of the guidance series. Otherwise, you may have your security set too
high. To adjust your security settings, select the Office button (in the top left corner of the screen) and
then select the "Excel Options" button in the bottom right corner of the pull-down menu (Figure 7):
soft Excel
Nuance PDF
Recent Documents
WtapTtrt
Merge & Center -
'"'
General
number
m_
Formal •- i Insert Dt
Formatting as Table • Styles - ,
Sftles | Cells
rt
Sorts Find 4
• •; Select-
Editlncj
¥
Figure 7: Excel Options Drop-Down Menu
On the Excel Options screen, select Trust Center in the left navigation bar (Figure 8):
Customize
Add-Ins
Top options for working with Excel
0 Enable Live Preview •
Q Show Developer tab in the Ribbon •
0 always use ClearType
Color scheme: | Blue v |
ScreenTip style:
Show feature descriptio
When cresting new workbooks
Use this font: [1
Font size: [1
Defaultviewfornewsheets; [i
Includethis many s_heets: J3
Pent
e your copy of Mkro&oft Office
Choose the languages you wantto use with Microsoft Office: [ Language Settings.., ]
Figure 8: Excel Options Drop-Down Menu
Barge Tool Users Guide Part 3 | P. 6
-------
When the Trust Center options display opens, select Trust Center Settings in the bottom right portion of
the screen (Figure 9):
Excel Options
Popular
Formulas
Proofing
Sa>/e
Advanced
Customize
Add-Ins
Trust Center
Resources
Help keep your documents safe and your computer secure and healthy,
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 privacy statement
CiiL-tomer Experience Improvement Program
Security & more
Learn more about protecting your privacy and securityfrom Microsoft Office Online.
Microsoft vVindO'AiS Security1 Center
Microsoft Trustworthy Computing
Microsoft Office Excel Trust Center
The Trust Center contains security and privacy settings. These settings help keep your computer
secure. We recommend that you do not change these settings.
Jrust Center Settings,.
OK
Figure 9: Trust Center Settings Screen
Barge Tool Users Guide Part 3 | P. 7
-------
Choose the setting "Disable all macros with notification" (Figure 10) and select OK.
Trust Center
Trusted Publishers
Trusted Locations
Add-ins
ActiveX Settings
Message Bar
External Content
Privacy Options
^^^^^^^^^^^^^^^^^^^^•^^^^KJIMI
Macro Settings
i-or macros in documents not in a trusted location: ff~~ ~~\
O Disable aH macros without notification I Select
O £nable all macros (not recommended; potentially dangerous code can run]
Developer Macro Settings
n Trust access to the VBA project object model
| OK | Cancel
Figure 10: Macro Settings Screen
Security Settings for Excel 2010 and 2013 Users
The default settings for Excel 2010 and 2013 should enable you to run the Tool without any changes. To
run the Tool:
1) Save the Tool to your computer.
2) Open the file. Depending on your Office settings, you may receive an "Enable Editing"
popup. If you do, simply select the button. This will allow you to enter
data into the Tool. You may only receive this popup the very first time you open the
Tool.
Barge Tool Users Guide Part 3 | P. 8
-------
-
Home Insert Page Layout References Mailings Review View Developer Add-Ins
Protected View This file originated as an e-mail attachment and might be unsafe. Click for more details. Enable Editing
Figure 11: The Enable Editing Button
3) Depending on your Excel macro security settings, you may receive a
Enable Content
popup. If you do, simply select the
the tool you just opened.
Enable Content
button. This will enable macros in
Security Warning Some active content has been disabled. Click for more details. Enable Content
Security Settings forthe Tool
1 Security Settings for the Tool
2 (Pour des instructions en fran$ais, faites defiler vers la droite.->)
In nrHar tn run thie annlifafinn \inti mi let hax/o mar»rne anahlaH
Figure 12: Security Warning Popup
If, at this point, the Tool does not open, review the "Software and Hardware Requirements" on page 7
of Part 1 of this series. Otherwise, you may have your security set too high. To adjust your security
settings, select the ^^^ button (in the top left corner of the screen) and then select the
a E*"1 Options button jn the bottom right corner of the pull-down menu (Figure 13):
Figure 13: Excel 2010/2013 Options Drop-Down Menu
On the Excel Options screen, select Trust Center in the left navigation bar (Figure 14):
Barge Tool Users Guide Part 3 | P. 9
-------
Formulas
Proofing
Advanced
Customize
Add-Ins
Trust Center
' Resources
' & Change the most popular options in Excel.
Top options for working with Excel
0 Enable Live Preview >
D Show Developertab in the Ribbon •
0 Always use Clearlype
Color scheme: Blue V
ScreenTip style: Show feature descriptions in ScreenTips v
When creating new workbooks
Use this font Body Font
Font size: 11 V
Include this many sheets: (3 $jj
Personalize your copy of Microsoft Office
User name: MHeyward
1 QK 1 1 c'""' 1
Figure 14: Excel 2010/2013 Options Drop-Down Menu
When the Trust Center options display opens, select Trust Center Settings in the bottom right portion of
the screen (FigurelS):
Advanced
Customize
O
\^/ Help keep your documents safe and your computer secure and healthy,
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.
Trust Center
Resources
Security & more
Learn more about protecting your privacy and security from Microsoft Office Online,
Microsoft Windows Security Center
Microsoft Office Excel Trust Center
The Trust Center contains security and privacy settings. These settings help keep your computer , ,
secure, We recommend thatyou do not change these settings. | Irust Center Settings... |
OK Cancel
Figure 15: Trust Center Settings Screen
Barge Tool Users Guide Part 3 | P. 10
-------
Choose the setting "Disable all macros with notification" (Figure 16) and select OK.
Trust Center
Trusted Publishers
Trusted Locations
Add-ins
ActiveX Settings
Macro Settings
Message Bar
External Content
Privacy Options
^^^^^^^^^^^^^^^^^^^^^^^^^•jO
Macro Settings
i-or macros in documents not in 3 trusted location: ff~~ ~~\
O Disable ail macros without notification 1 Select
O .Enable all macros (not recommended; potentially dangerous code can run)
Developer Macro Settings
HH Trust access to the VBA project object model
| QK | Cancel
Figure 16: Macro Settings Screen
Barge Tool Users Guide Part 3 | P. 11
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Basic Organization of the SmartWay Barge Tool
Understanding the Tool Format and
Structure
The SmartWay Barge Tool is organized around (1)
information screens, (2) forms or worksheets, and
(3) reports/summaries that guide you through
the process of joining the SmartWay Transport
Partnership and/or providing your annual update
to maintain your good standing with the
program.
Each screen or form opens up within a Microsoft
Excel spreadsheet. The screens generally look like S
the one shown here:
•SmartWay
Welcome to the SmartWay Barge Tool. This Tool includes rwer and open-water barge operations used For freight transport. Ocean-gong vessel freight or.
For additional information such as the Tool user guide, technical manual or other support materials, select the button below:
ol Help and Navigation
the Tool, yoi
in undented
becomes yellow if a comment exists)
urdata iiputfor masiig or invalid
Return to ttie pravcus
Provides additional nformatrcn about data entry
raveiYiood, Am Arbor, Ml -BIOS, or the Office of Information and Regulatory Affairs. Office of Management and Budget, Washington O.C.
Figure 11: Opening Screen of Barge Tool
The name of each form appears at the top left-hand corner of the screen, in white text on the blue
window bar.
^
Title of Screen/Form k»£^»l
IQBUBBIi ""SU1" s™"3"""
Barge 1
United States Version: 2.0.14 1
Released on: 2/3/201S 1
Figure 12: Screenshot of Title of Screen/Form
Each screen contains text instructions or information about the Program. Where applicable, the screen
will also include buttons to link to the SmartWay website or other sections of the Tool (e.g., the various
data entry screens); these buttons are shown in green with white text.
Go To Barge Tool Page of the SmartWay Website
Figure 13: Screenshot of Button Link in the Tool
The screens also contain navigation buttons to direct you through the Tool.
Figure 14: Screenshot of Selected Navigation Buttons in the Tool
Barge Tool Users Guide Part 3 | P. 12
-------
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.
Reviewing the Introductory Screens
Before you reach your data entry section of the Tool, you will move through four introductory pages that
allow you to review the basics of participation in SmartWay for companies transporting freight via barge:
• The "SmartWay Introduction" Screen
• The "SmartWay Partnership Annual Agreement" Screen
• The "Required Information" Screen
• The "SmartWay Partner Schedule and Data Flow Diagram"
The features of these three screens are described below.
The "SmartWay Introduction" Screen
The SmartWay Introduction screen is the first window that appears when the Tool is opened (Figure 21).
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.
Barge Tool Users Guide Part 3 | P. 13
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StiartWay Introduction
SmartWay8
Report Year
2014
OMB 2O60-0663
Expiration Date 07/31/2O17
(Revised 2014)
Barge
United States Version: 2.0.14
Released on: 2/3/2015
Introduction
Welcome to the SmartWay Barge Tool. This Tool includes river and open-water barge operations used for freight transport. Ocean-going vessel freight operations
will be included in a different Tool in the future.
For additional information such as the Tool user guide, technical manual or other support materials, select the button below:
Go To Barge Tool Page of the SmartWay Website
Or call the SmartWay Helpline at: (734) 214^1767
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 {At} key along with the underlined character.
Provides instructions for completing each screen
Allows you to add notes or cbriflcations (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
Return to the previous screen
Provides additional information about data entry
fields
FILING FORMS WITH THE FEDERAL GOVERNMENT AND ESTIMATED REPORTING BURDEN; Respondents are not required to file or reply to any Federal collection of information unless it has a
valid OMB control number. Public reporting burden for this collection of information is estimated to average 5.3Z hours per response for initial registration, 2.66 hours for each annual update.
These estimates indude the time for reviewing instructions, searching existing data sources, gathering the data needed, and completing and reviewing the collection of information. Send
comments regarding this burden estimate or any other aspect of this collection of information induding suggestions for reducing this burden to: SmartWay Transport Partnership, 2000
Traverwood, Ann Arbor, MI 43105, or the Office of Information and Regulatory Affairs, Office of Management and Budget, Washington D.C.
Page B-l
Figure 15: SmartWay Introduction Screen
Barge Tool Users Guide Part 3 | P. 14
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The "SmartWay Partnership Annual Agreement" Screen
SmanWay Partnership Annual Agreement
SmartWay9
Report Year
2014
l-s-J
Barge
United States Version: 2.0.14
Released on: 2/3/2015
Partnership Annual 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 and Tool submittal status 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. AssK 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 notftation 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 Partner.
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 understand and agree to the terms of th|s jajreementj
Page B-2
Figure 16: SmartWay Partner Agreement
After selecting the ^^^^^™ button on the SmartWay Introduction screen, the SmartWay
Partnership Annual Agreement will appear. This screen replicates the agreement language found in Part
1 of this users guide series.
Submitting a SmartWay Barge Tool to EPA constitutes agreement to all terms in the Partnership Annual
Agreement, so please review this screen or the text version in Part 1 of this users guide series before
sending your Tool to EPA.
To reach the data entry sections of the Tool, you must agree to this language to join the SmartWay
Transport Partnership by selecting the check box at the bottom left of the screen.
SmartWay Barge Tool submissions are due on an annual basis; therefore, when you submit your Tool
each year, this will constitute your renewal of your Partnership Agreement. Failure to send your annual
Barge Tool Users Guide Part 3 | P. 15
-------
Tool update will constitute a violation of the terms of the Agreement and will result in immediate
removal of your company name/fleet from the SmartWay Partner List.
The "Required Information" Screen
This screen provides a summary listing of the information you will need to collect to complete the
SmartWay Barge Tool. Each of these items is discussed in detail later in this guide. Please refer to Part 2
of this guide series for a further discussion of the process used to gather the necessary data for the Tool.
StiarWay Barge: Required Information
SmartWay
Report Year
2014
Barge
United States Version: 2.0.14
Released on: 2/3/2015
Following is a brief description of the information you will need to complete the SmartWay Barge Tool. For further details,
please consult the SmartWay Barge Tool User Guide.
Partner Information
Company Information:
• Company Name
• Address, City, State, ZIP, Country, Main Phone, Website
Working, Executive, and Other Contact Information:
• Name, Title
• Address, City, State, ZIP, Country
• Phone, E-mail
Partner and Fleet Characterization Information
• Partner Name, Contacts
Fleet Information:
• Fleet Name(s)
- By fleet type (river barge, open water barge, etc.)
- Total number of barges and tugs
- Cargo Type Distribution (chemicals, petroleum, etc.)
- Area(s) of Operation
Fleet-Level Operations Profile
Tug/Tow Characteristics:
• By Vessel
- Vessel Type
- Coast Guard Number
- Model/Rebuild Year
- EPA Engine Classification (1 or 2)
- Fuel Type
- Rated HP (main engines)
- Towing Capacity
- Retrofit Information (if applicable)
- Main Engine operation (fuel use, hrs/yr -
underway & maneuvering)
- Auxiliary Engines (engine age, gallons, hrs/yr, hp)
Barge Information:
• Total ton-miles per year (nautical miles)
• Total loaded barge-miles per year (nautical miles)
• Total unloaded barge-miles per year (nautical miles)
• Barge Type(s) and size
• Average volume utilization (%)
• Annual Loaded and Empty Miles per Barge (nautical
miles)
• Average payload per loaded barge
Page B-3
Figure 23: Summary of Required Information
Once you have navigated through the three introductory screens, you will be taken to the SmartWay
Barge Tool Home screen.
SmartWay Partner Schedule Screen
The SmartWay Partner Schedule screen shows the release dates and due dates for the various Partner
tools for the 2015 calendar year (Figure 24). The screen also shows how the outputs from the various
carrier tools serve as inputs to other "downstream" tools such as Multi-modal, Logistics, and Shipper.
Barge Tool Users Guide Part 3 | P. 16
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SmartWay Partne^ Schedule
SmartWay Partner Schedule and Data Flow Diagram
Tool release and due dates for 2015 calendar year using 2014 data
Aug
Truck Tool
Available January 7
Group 1
Due March 4
Group 2
Due April 8
Group 3
Due May 6
Rail Tool
Available February 3
Due May 6
Barge Tool
Available February 3
Due May 6
Air Tool
Available April 2
Due May 6
Logistics Tool
Available July 8
Accepts Truck, Rail, Barge,
Air, and MM Data
Due September 16
Shipper Tool
Available October 3
Accepts Truck, Rail, Barge,
Air, MM, and Logistics Data
Due December 3
Figure 24: Screenshot of the Shipper Schedule Screen
Barge Tool Users Guide Part 3 | P. 17
-------
Navigating the "Home" Screen
Figure 25 displays the layout of the Home screen.
rtWay Barge: Home
SmartWay
Report Year
2014
Barge
United States Version: 2.0.14
Released on: 2/3/2015
Please complete the following steps. Check boxes on the left indicate successful completion of each step. For more information, select the
'Help' button.
1. Enter Partner Name (Exact!/ as it should appear on the SmartWay website):
Enter Contact Information
Characterize your Fleets
4. Select Fleet for Data Entry (Double-click the fleet name or select and hit Enter):
Partner Profile / Logo Info / Suggestions
View Your Data Reports
* After selecting this option, be sure to carefully read at! directions before proceeding.
Page B-5
Figure 25: Main Tool Navigation or "Home" Screen
From the Home screen, you can:
• Specify your Partner Name;
• Fill out company contact information;
• Characterize your fleet(s) and create your blank data entry forms;
• Enter the required data for each fleet;
• Provide additional optional information and obtain Logo information;,
• View results of your data entry; and,
• Create final file to submit to EPA.
Barge Tool Users Guide Part 3 | P. 18
-------
There are seven sections on the Home screen. With the exception of the first, each section links to
additional screens or worksheets within the Tool which are described below:
• Enter Partner Name (data field): Specify your company's Partner Name, exactly as you want it to
appear on the SmartWay website.
• Enter Contact Information (button): This button takes you to a screen that asks for general
company contact information, a working SmartWay point of contact, and an executive-level
contact. Additional contacts may also be included.
• 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.
• 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.
• (Optional) Partner Profile/Logo Info/Suggestions (button): Here you can provide information
about your company's environmental accomplishments, learn about SmartWay Logo terms and
requirements, and give EPA feedback about the SmartWay program.
• (Optional) View Your Data Reports (button): Here you can view final summaries of your data
including all data inputs, fleet performance summaries, and a summary of comments you have
entered.
• 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 must be completed in order, and comprise all the steps needed
to complete your SmartWay Barge Tool. After they are completed, you can review your output and/or
submit your Tool to EPA.
Once you complete each mandatory step, a
Saving Your Data
will appear on the left of the screen.
At any stage of the process above, you can save the data you have entered by selecting the
button that appears at the bottom of all screens (including the Home screen). We recommend saving
your data frequently if you are entering information for large numbers of fleets.
Barge Tool Users Guide Part 3 | P. 19
-------
Validating Your Data
The SmartWay Carrier Tools include a variety of range checks and other validation rules designed to help
identify potential data entry errors and/or unusual data values. In order to identify potential problems
with your data entry and ensure the highest quality in your data submission, we highly recommend
selecting the "Validate Screen" button at the bottom of each screen after completion of each data entry
screen. The Tool will then identify any potential data problems on that screen for you to modify or to
provide a text explanation. Please refer to the Barge Tool Technical Documentation available from the
Barge Tool page of the SmartWay website, for details regarding the validation ranges used in the Tool.
NOTE - THIS VERSION OF THE BARGE TOOL ONLY HAS LIMITED VALIDATION CHECKS AT THIS TIME. As
more data is acquired through Partner submissions, additional validation rules and a variety of range
checks will be included in future versions of the Barge Tool submissions.
Reviewing Your Data
Each screen within the Tool has a
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
report of interest using the Reports Menu, and print them out for review. The data reports provided by
the Barge Tool are discussed further in this guide.
Barge Tool Users Guide Part 3 | P. 20
-------
Entering Your Data
You must complete the first four sections of the Home screen in order. The next four sections of this
guide explain how to enter your data on each of the screens.
Section 1 Data Entry: Enter Partner Name
EPA publishes your company's official name on the EPA SmartWay website and in the SmartWay Carrier
Data File. This is how your customers will know that you are a SmartWay Partner, and how SmartWay
Shippers will be able to identify your fleets for their reporting purposes. The name that EPA lists is known
as your "Partner Name" and is defined within Section 1 of the Barge 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.
Siiai-Way Barge: Home
SmartWay
Report Year
2014
Barge
United States Version: 2.0.14
Released on: 2/3/2015
Please complete the following steps. Check boxes on the left indicate successful completion of each step. For more information, select the
'Help' button.
1. Enter Partner Name (Exactly as it should appear on the SmartWay website):
4. Select Fleet for Data Entrv (Double-click the fleet name or select and hit Enter):
Partner Profile / Logo Info / Suggestions
View Your Data Reports
* After selecting this option, be sure to carefuffy read aff directions before proceeding.
Page B-5
Figure 26: Enter Partner Name on Home Screen
Barge Tool Users Guide Part 3 | P. 21
-------
Section 2 Data Entry: Enter Company and Contact Information
PLEASE REFER TO WORKHEET #1: Company Contact Information from Part 2 of this guidance to
complete this section of the Barge Tool.
From the Home screen, select the button that says "Enter Contact Information".
S-nartWay Barge: Home
SmartWay
Report Year
2014
Barge
United States Version: 2.0.14
Released on: 2/3/2015
Please complete the following steps. Check boxes on the left indicate successful completion of each step. For more information, select the
'Help' button.
1. Enter Partner Name (Exactly as it should appear on the SmartWay website):
ABC Barge, Inc.
Enter Contact Information
Characterize your fleets
4. Select Fleet for Data Entry (Double-click the fleet name or select and hit Enter):
Select Contact
Information
Partner Profile / Logo Info / Suggestions
View Your Data Reports
* After selecting this option, be sure to carefully read alt directions before proceeding.
Page B-5
Figure 27: Enter Contact Information Button on Home Screen
You will then be taken to the Contact Information screens. These screens will ask you to, provide the
following information:
1. Company Information
2. Working Contact information
3. Executive Contact (Vice President or higher)
4. Other Contacts
Barge Tool Users Guide Part 3 | P. 22
-------
SmartWay: Contact Information
Working Contact Executive Contact
Addressl*
Address2
Oty*
Main Phone*
Web Site
545 Ocean Way
Suite 203
Austin
512-555-5555
State* 1"™ d ZIP* 78731 Country* USA
Toll Free \
www.MMl.com
There must be at least two different people that SmartWay can contact. The Working Contact is the person assigned to
work directly with EPA regarding timely and accurate Tool submission, and maintaining direct communication with
SmartWay.
The Executive Contact is the company executive who is responsible for agreeing to the requirements in the SmartWay
Partnership Annual Agreement and ensuring timely submission of the Tool to SmartWay. The Executive Contact should be
a Vice President or higher-level representative for the company.
Working Contact: _^J
Name ||Mr _lJ First* |Glenn HI
Last*
r
Johnson
|VP Operations
Executive Contact: |jj
Name |Mr- _IJ First* ]
Titie*
* - Required
HI
r
Last*
jshephard
I CEO
Figure 28: Entering Company and Contact Information
Each field marked with an asterisk must be filled out. You will not be able to submit
the Tool to SmartWay without this information.
Steps for Entering Contact Information:
Under the Partner Information tab:
1. Enter the Company data.
2. Enter the Working Contact name and title.
The Working Contact is the individual designated by the Executive Contact to directly interface
with SmartWay regarding specific tasks involved in the timely submission of the Tool. The
Working Contact is responsible for coordinating the assembly of 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
Barge Tool Users Guide Part 3 | P. 23
-------
developments with SmartWay. (NOTE: To ensure that e-mails from SmartWay/EPA are not
blocked, new contacts may need to add SmartWay/EPAto their preferred list of trusted sources.)
3. Enter the Executive Contact name and title
The Executive Contact is the company executive who is responsible for agreeing to the
requirements in the SmartWay Partnership Annual Agreement, overseeing the Working Contact
(as appropriate), and ensuring the 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.
Under the Working Contact tab:
SmartWay: Contact Information
Contact Executive Contact Other Contacts
Please enter information about your Working Contact here.
Name
Glenn Johnson
• Use Partner Address •
Addressl*
Address2
City*
Phone*
Email*
645 Ocean Way
Suite 203
Austin State* |T* _^J
512^44^444 Ext) 212 Cell 512-7
glenn.johnson@mml.com
ZIP* 78731 County* JUSA
77-7777 Fax 1 512-888-8888
.
Confirm Email* |glenn.johnson@mml.com
- Required
Figure 29. Working Contact Information Screen
1. Enter the Working Contact information. If the Working Contact shares the same address as
Use Partner Address
the company, you may select the • ^gj-^mm|^^^ I button to auto-populate the
address section of this record. Enter the email address twice to confirm its accuracy. When
confirmed a will appear to the right.
Under the Executive Contact tab:
Barge Tool Users Guide Part 3 | P. 24
-------
Please enter information about your Executive Contact here.
Name
Addressl*
Address2
City*
Phone*
Email*
Jack Shephard
Use Partner Address
645 Ocean Way
Suite 203
Austin State* 1™ _J ZIP* |78731 Country* | US A
512-789-6789 Ext] Cell Fax |
jack.shephard@mml.com
Confirm Email* |ja ck.shephard@mml.com
Required
Figure 30. Executive Contact Information Screen
1. Enter the Executive Contact information. If the Working Contact shares the same address as
the address section of this record.
Under the Other Contacts tab:
Barge Tool Users Guide Part 3 | P. 25
-------
Partner Information
artWay: Contact Information
Working Contact Executive Contact
Please enter information about your additional contacts here.
Other Contacts:
Add Hew Contact
Edit Selected Contact
Delete Selected Contact
Figure 31. Other Contact Information Screen
1. Enter Other Contacts (if applicable) by selecting the
2. Enter the first Other Contact then click OK when done.
Add New Contact
I button.
Note: You must supply at least two unique contacts on the contact screen to ensure
EPA has access to at least two people for Tool submission follow-up.
NOTE: In some cases, companies with multiple fleets will gather information from
different sources within the company. You may find it useful to have this additional
contact information stored within the Tool.
You can add more contacts to the Other Contacts box by repeating this process. If you wish to
edit an existing contact's information, highlight the name you wish to edit and then select the
Barge Tool Users Guide Part 3 | P. 26
-------
Edit Selected Contact
button. You can remove an existing contact by highlighting the
contact and then selecting
Delete Selected Contact
To make sure you have filled out all required contact information, select
VALIDATE
SCREEN
.at the
bottom of the screen on the Partner Information tab. If any information is missing or invalid, a
dialogue box will appear informing you what additional information is required.
4. Next select the
. button to return to the Home screen and go to Step 3.
Barge Tool Users Guide Part 3 | P. 27
-------
Section 3 Data Entry: Characterize your Fleets
PLEASE REFER TO WORKHEET #2: Fleet Characterization of Part 2 of this guidance to complete this
section of the Barge Tool.
Characterization screens. This is the section where you will define the various components of your fleets.
The Fleet Characterization screen is shown below:
List all your fleets that your customers can specifically hire. DO NOT list internal fleet designations that are invisible to your customers. For example, you
may want to include a separate division that provides specific services such as dedicated tanker barges. Alternatively, you may want to report a portion of
your fleet separately that addresses the needs of specific clients.
Fleets should be named EXACTLY as you want them to appear on the SmartWay website. The Fleet Name [Partner Name) is carried over from step one on the
Home page. If appropriate, enter the Fleet Name Identifier. Example: Enter "ABC Barge Division'' in the Fleet Name Identifier space. The Fleet Name will be
listed to the right as it will be displayed on the SmartWay website. Example: ABC Barge Inc: ABC Barge 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. You may delete a fleet by selecting the Delete box to the left of the fleet
name and then selecting the "Delete Checked Rows" 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.
Delete
Fleet (Partner Name)
Fleet Identifier
.'i
Fleet Name
(exactly as it will appear on the SmartWay Website)
T 1 ABC Barge, Inc.
ABC Barge, Inc.
Delete Checked Rows
Add Another Fleet
Pages
Figure 32: Blank Fleet Characterization Screen
Steps for Completing Fleet Characterization Screen:
For each fleet, you will need to specify:
• Partner Name: On the SmartWay website, each of your Fleet Names will begin with the name of
your company. This fleet "prefix" will be whatever you enter in the Partner Name field on the
Fleet Characterization screen. By default, this field is automatically populated with the first 50
Barge Tool Users Guide Part 3 | P. 28
-------
characters of the Partner Name that is entered on the Home screen. You should specify the
name so that it appears EXACTLY as it you want it to show within each Fleet Name. (For example,
if your company's name includes "Inc." or "Ltd.", you may choose not to include that in your Fleet
Names.) Please pay special attention to proper capitalization, abbreviations, and punctuation.
• Fleet Identifier: Specify each Fleet Identifier exactly as you want it displayed on the SmartWay
website, including proper capitalization, any abbreviations, and punctuation. Remember that it
will automatically be combined with the Partner Name field.
Adding Fleets
To enter another fleet, select the
Add Another Fleet
row you wish to delete, and then select the
button. To delete a fleet, select the box next to the
button.
Delete Checked Rows
Once you have confirmed or modified the Partner Name and specified the Fleet Identifier, the full
SmartWay Website Fleet Name will be displayed on the screen to the right, exactly how they will be
displayed on the SmartWay website.
SmartWay: Fleet Characterization - Marine X
List all your fleets that your customers can specifically hire. DO NOT list internal fleet designations that are invisible to your customers. For example, you
may want to include a separate division that provides specific services such as dedicated tanker barges. Alternatively, you may want to report a portion of
your fleet separately that addresses the needs of specific clients.
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 Home page. If appropriate, enter the Fleet Name Identifier (fleet name suffix.) Example: Enter "ABC Marine 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 Marine Inc: ABC Marine 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.
? , 1 Fleet Name
Delete Fleet (Partner Name) _' 1 Fleet Identifier _J (exactly as it will appear on the SmartWay Website)
F 1 |Barge I, Inc. Gulf Coast
r | 2 |Barge 1, Inc. Lower Mississippi
Barge 1, Inc.: Gulf Coast
Barge 1, Inc.: Lower Mississippi
^ ^^H Delete Checked Rows Add Another Fleet
E9 tamm mms MEM
Figure 33: Fleet Characterization Screen with Two Fleets
Barge Tool Users Guide Part 3 | P. 29
-------
List all your fleets that your customers can specifically hire. DO HOT list Internal fleet designations that are invisible to your customers. For example, you
may want to include a separate division that provides specific services such as dedicated tanker barges. Alternatively, you may want to report a portion of
your fleet separately that addresses the needs of specific clients.
Fleets should be named EXACTLY as you want them to appear on the SmartWay website. The Fleet Name (Partner Name) is carried over from step one on the
Home page. If appropriate, enter the Fleet Name Identifier. Example: Enter 'ABC Barge Division'' in the Fleet Name Identifier space. The Fleet Name will be
listed to the right as it will be displayed on the SmartWay website. Example: ABC Barge Inc: ABC Barge 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. You may delete a fleet by selecting the Delete box to the left of the fleet
name and then selecting the "Delete Checked Rows" 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.
Delete Fleet (Partner Name)
!J
Fleet Identifier
•I
Fleet Name
(exactly as it will appear on the SmartWay Website)
R~ IABC Barge, Inc.
Intercoastal Waterway
Final Fleet Name
ABC
/
ABC Barge, Inc.: Inter/coasta! Waterway
Delete Checked Rows
Pages
Figure 34: Example Fleet Name Definition
Remember to create separate fleets for each entity your customers have discretion to
hire.
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 Fleet Characterization screen. To add a new fleet, follow all of the
CREATE
FLEET(S)
instructions on the screen regarding defining your fleets, including selecting the a§se^ button at
the end of the process (see below). 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.
Steps for Completing Fleet Details Screen
Once you have completed naming your fleet(s) on the Fleet Characterization screen, select the
button, or click on the Fleet Details tab at the top of the screen to proceed. The Fleet
Details screen will then appear with a row named for each fleet you identified on the previous screen.
Barge Tool Users Guide Part 3 | P. 30
-------
For each fleet specify the type of fleet (open-water barge or river barge), the total number of barges, the
total number of tugs, and the Fleet Contact for each. The Fleet Contact should be one of the contacts
you already identified in the Contact Information section as the contact for each fleet. If a fleet has a
contact for the fleet that is not already listed in the Contacts worksheet, you will need to go back to the
Contact Information screen to add the required contact information.
Make sure to report ALL vessels included in your fleet, including those used for hub operations. In
addition, make sure the number of barges is greater than the number of tugs. See Figure 35 for an
example.
SmartWay: Fleet Characteriz
Fleet Characterization
Fleet Details
Fleet Cargo
For each fleet specify the type of fleet (open-water barge or river barge), the total number of barges, the total number of tugs, and the Fleet Contact for
each. Make sure to report ALL vessels included in your fleet, including those used for hub operations and harbor services, as long as these are freight-
related.
After completing the information on this screen, select the "Fleet Cargo" tab above or select the NEXT button at the bottom of this screen.
Partner/Fleet Nan
Fleet Type
_Ll Barges _ll Tugs _ij Fleet Contact_lJ
1: ABC Barge, Inc.: Intercoastal Waterway
Open-water Barge ^1
Page 9
Figure 35: Example Fleet Details Screen Data Entry
After completing the information on this screen, select the Fleet Cargo tab above or select the
button at the bottom of the screen.
Barge Tool Users Guide Part 3 | P. 31
-------
Steps for Completing Fleet Cargo Screen
For each fleet, enter the amount of cargo shipped per year by commodity category, in short tons.
Containers may be entered in TEUs by selecting TEUs from the "Units for containers" drop-down box. A
total summation is included on the far right for your reference. If any cargo falls in the "other" category,
you will be asked to add a description regarding the type of material shipped. See Figure 36 for an
example data entry screen.
SmartWay: Fleet Characterization - Barge
Fleet Characterization Fleet Details
Fleet Cargo
For each fleet, enter the amount of cargo shipped per year by commodity category. Specify the amount in short tons, except for containers. For containers,
specify the preferred unit [short tons or TEUs} using the dropdown.
A total summation is included on the far right for your information [the total will include the containers value if you specify this in short tons}. If any cargo
fads in the "other" category, you should add a comment describing the material shipped in the pop up screen that appears when entering the field.
When finished, select the CREATE FLEET(S) button at the bottom of this screen to create the data entry forms for your fleets.
Units for containers: Tons
Select Container Units
L
Commodity Group (Tons)
Partner/Fleet Name
Sand Chemicals Metallic Finished Lumber & Pulp,Paper Motor All Other
and and Farm Ores & Metals Si Wood & Allied Vehicles & Commod- Total
Gravel Allied Products Scrap Products Petroleum Coke Products Products Equip. ites Tons
1: ABC Barge, Inc.:
I F I
|l,000,25C|
540,111 1,540,361
Page 10
Figure 36: Example Fleet Cargo Screen Data Entry
CREATE
FLEET(S)
When finished, select the mtaaatsi^ button at the bottom of this screen to create the data entry
forms for your fleets. When you select this button, the system will create blank data entry forms for each
fleet you have characterized.
CREATE
FLEET(S)
NOTE: After selecting the miaaaisim button you will be asked to confirm that you have identified all
of your fleets (see below). Select OK to proceed or CANCEL to add more fleets.
Barge Tool Users Guide Part 3 | P. 32
-------
PLEASE CONFIRM THAT YOU HAVE IDENTIFIED AND CHARACTERIZED ALL OF YOUR FLEET5 BY SELECTING "OK", OTHERWISE SELECT "CANCEL" AND RETURN TO THE FLEET CHARACTERIZATION SCREEN TO ADD MORE FLEETS,
Selecting
. will take you back to the Home screen (see Figure 37).
Adding Comments/Notes
Creating useful 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.
r
Please note the
ADD
COMMENTS
buttons located at the bottom of the screens. These allow you to
enter notes about the collection process, your assumptions and methods, data, or other
information. These details could prove useful for your reviewer when you or someone else fills out the
Tool next year. If comments have been added for a particular screen, the
ADD
COMMENTS
I button will be
highlighted in yellow on your screen and will now read
there are comments to be read.
VIEW/EDIT
COMMENTS
to indicate to your reviewer that
A ^^^^^* button is also available should you need assistance. You will also notice small gray icons
with question marks [?] displayed throughout the Tool. When selected, these icons provide additional
information about specific items located on the screen.
Reviewing Fleet Status
On the Home screen, you will now see all the fleets you created listed in the window below item # 4:
Select Fleet for Data Entry.
Barge Tool Users Guide Part 3 | P. 33
-------
SmarVVay Barge: Home
SmartWay
Report Year
2014
Barge
United States Version: 2.0.14
Released on: 2/3/2O15
Please complete the following steps. Check boxes on the left indicate successful completion of each step. For more information, select the
'Help' button.
1. Enter Partner Name (Exactly as it should appear on the SmartWay website):
ABC Barge, Inc.
Enter Contact Information
Characterize your Fleets
4. Select Fleet for Data Entry (Double-click the fleet name or select and hit Enter):
ABC Barge, Inc.: Intercoastai Waterway - Not Checked^^^
^X»^
^**s
S" "*\
Fleet File
Status
Indicator
v J
Partner Profile / Logo Info / Suggestions
View Your Data Reports
7. ^^^msszmsz^sE^ssus^^^^m, ? I
1 After selecting this option, be sure to carefully read aS directions before proceeding.
Page B-5
Figure 37: Home Screen - Fleet Status Prior to Activity and Fuel Data Entry
There will be a status message after each fleet, indicating whether or not the data entry for that fleet is
complete. The following information may appear beside a fleet name:
• 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.
In addition to the status indicators above, you may see an "Error" qualifier. Errors will prevent you from
generating the Internal Metrics Reports and must be addressed before you can submit your Tool to EPA.
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.
Barge Tool Users Guide Part 3 | P. 34
-------
Section 4 Data Entry: Enter activity and fuel consumption information for each of
your fleets
Steps for Completing Geographic Operation Areas Screen
At this stage, you will be entering information about each fleet separately. For each fleet you will first fill
out the Geographic Operation Areas screen, shown below in Figure 38.
S-nanWay Barge: ABC Barge, Inc.: Intercoastal Waterway
| Geographic Operation Areas
Vessel Operations Barge Operations
H'
Please select those areas of operation in which your fleet(s) provide services. This includes domestic and international activities. You may note multiple
areas of activity.
If you select "Other", include information describing the area(s) in the text box at the bottom.
After completing the information on this screen, select the "Tug/Tow Characteristics'1 tab above or select the NEXT button at the bottom of this screen.
Areas of Operation:
Coastal Areas U.S. navigable Waterways
F Atlantic Coast F Upper Mississippi
r Pacific Coast r Lower Mississippi
T Gulf of Mexico F Atlantic Intercoastal
Waterways
r Great Lakes F Northwest (including Alaska)
F Gulf Inland Waterway |- Ohio River Basin
F Illinois Basin
F Tennessee Basin
F Other (describe):
Canadian Navigable Waterways l~~
["" St. Lawrence Seaway
l~ Gulf of St. tawrence
r- Hudson Bay/James Bay/Hudson
Strait
i— Mackenzie River/Great Slave
Lake/Great Bear take
p Georgia Strait/Strait of Juan de
Fuca
Harbors
^^Pn^^M ^HuiSj^H
Page B-13
Figure 38: Geographic Operation Areas Screen
Please select those areas of operation in which your fleet(s) provide services. This includes domestic and
international activities. You may note multiple areas of activity by selecting multiple boxes. If you select
Other, Include information describing the area(s) in the text box at the bottom.
You can select the
properly.
VALIDATE
SCREEN
. button to make sure you have filled out everything on this screen
Once your Geographic Operation Areas data has been validated as complete and correct, select the
button or select the Tug/Tow Characteristics tab at the top of the screen to proceed.
Barge Tool Users Guide Part 3 | P. 35
-------
NOTE: If you are a new SmartWay Partner you should enter the most recent 12 months of data
into the Tool. If you do not have a full year of operational data, please collect a minimum of
three months' data for input into the SmartWay Tool. In your next update year, you will be
required to submit a full year's data.
Steps for Completing Tug/Tow Characteristics Screen
PLEASE REFER TO WORKHEET #3 in Part 2 of this guidance to complete this section of the Barge Tool.
On this screen provide the vessel-specific information requested in order to uniquely characterize each
entry. Blank rows will be created for each vessel identified on the Fleet Details screen. All fields require
an entry except Coast Guard Number and Retrofit Info.
After entering the Vessel Name, select the Vessel Type representative of the most common type of
service. Vessel Type options include:
• Linehaul - involved in movement of barges over long distances, in contrast to tugs primarily used
in harbor activities. Linehaul tugs tend to operate for extended periods at a consistent speed and
load.
• Locking - used to transit larger river locks.
• Canal - comply with limitations associated with canal water depths, height restrictions relative to
bridges or tunnels, and length and width constraints of the locks that move vessels from one
water level to another.
• Harbor - smaller tugs that operate in and around port areas, moving barges to and from local
terminals, and moving fuel barges to larger ocean going vessels. Vessel speed and load for harbor
tug operations vary significantly.
• Coastwise - operate between coastal ports but may not be certified for deep water operations.
• Other
If you select "Other", you must also provide a description of the vessel type in the popup screen.
The Barge Tool assumes each vessel utilizes one, two or three propulsion engines. If there are multiple
engines, these are assumed to be of the same model/rebuild year and power rating. After specifying the
number of propulsion engines enter the associated model/rebuild year.1 Make sure to specify the units
used for reporting power (HP or kW) using the drop-down above the table.
For fuel types are available in the Barge Tool including low and ultra low sulfur marine diesel (500 ppm
and 15 ppm sulfur, respectively), biodiesel, and LNG. If Biodiesel is selected you must also specify the
blend percentage (e.g., B20 for 20% biodiesel).
If an engine has been certified to an EPA Tier level in advance of the standard introduction year, you may specify the advanced
year. For example, if a 2013 engine is actually certified to Tier 3 standards, select 2014 as the model year.
Barge Tool Users Guide Part 3 | P. 36
-------
Next, specify the EPA Engine Category - Category 1 for engines less than 7 liters per cylinder, and
Category 2 for engines 7 to 39 liters per cylinder. (Note the Barge Tool assumes there are no Category 3
engines transporting barge freight.)
For the Total Rated Propulsion Power field, enter the sum of the maximum rated power of each of the
main engine(s). For example, if there are two 2,000 HP engines then enter 4,000 in this field. The total
maximum rating of the propulsion system is needed to calculate kilowatt-hours, which is then applied to
the appropriate factors to estimate emissions.
See Figure 39 for an example input screen.
SmartWay Barge: ABC Barge, Inc.: Intercoastal Waterway | X
Geographic Operation Areas
Vessel Operations Barge Operations
Please provide the vessel-specific information requested in order to uniquely identify each entry. Blank rows have been created for each tug/tow vessel
identified on the Fleet Details screen. Specify Vessel Type based on the most common type of operation. All fields require an entry except Coast Guard
Number and Retrofit Info. Once you have entered the required information for each vessel, proceed to the next screen (Vessel Operations).
If you have a large number of vessels to enter you may prefer to use the Import/ Export Button to bring in vessel information prepared outside the Tool.
Select the Add/Delete Vessel(s) button to add/delete vessels if needed.
After completing the information on this screen, select the "Vessel Operations" tab above or select
il
Vessel Name Vessel Type
1 |Marylou Coastwise _r]
2 |sallyMae Coastwise T
^^^^^ j] 2] T]
Number Model Year/ Total Rated
Coast of Last Rebuild Power EPA Engine Propulsion Power Retrof t
Guard Engines Year Units Fuel Type Category (all engines) Info
1234 J2 _rj | 1995 _rj |kW _rj | Diesel (LS) _»] 2 _rj J2.000 |7
4567 J2 T| | 1993 _rj |kW ^rj JDiesel (LS) ^J 2 _rj J3.000 f"
3 jchestercity Coastwise _r] |?890 |l j-J 1994 jj |kW jj Diesel (LS) -r | 2 j^J 3,000 |~
K2B m=m mmmmmm
•sa ca m usm mm
\
Page 12
Figure 39: Tug/Tow Characteristics Screen
If you have a large number of vessels in your fleet, and you prefer to compile your vessel information
offline using your in-house datasets, you may use the I Bffl I button on this screen.
Detailed instructions regarding the use of this function are available in the Guide to Importing Vessel
Data Using the Data Import/Export Function, which can be downloaded from
www.epa.gov/smartwav/forpartners/documents/barge/tool-guide/420bl4014.pdf.
Barge Tool Users Guide Part 3 | P. 37
-------
If you need to add or delete a vessel from your fleet, you may do so from this screen using the
I button on this screen. Clicking this button opens a hidden section on this screen
that allows you to choose the number of tugs to add and/or select which row to delete from your current
fleet (See Figure 40).
SmartWay Barge: ABC Barge, Inc.: Intercoastal Waterway JX
Geographic Operation Areas Vessel Operations Barge Operations
Please provide the vessel-specific information requested in order to uniquely identify each entry. Blank rows have been created for each tug/ tow vessel
identified on the Fleet Details screen. Specify Vessel Type based on the most common type of operation. All fields require an entry except Coast Guard
Number and Retrofit Info. Once you have entered the required information for each vessel, proceed to the next screen (Vessel Operations).
Sejfilt thp Ariri/nplptp vpwuiiro huttnn tn arlri rlplptp up^pk if npprlpH
r
i~^
Hide Add/Delete
The number of tugs you indicated in the Fleet Details section is displayed below. You can adjust the number of tugs using the dropdown menu. All changes will be reflected throughout the
Tool. To add tugs, select the number of tugs to add and then select "Add Tug(s)", or return to the Fleet Details section of the Tool. A new blank row for each new vessel will be added to this
screen. To delete a tug; select the row number of the tug to delete and then select "Delete." Remember, ALL DATA FOR THIS TUG WILL BE DELETED and the action cannot be reversed.
Total number of tugs | Number of tugs | 1 WmiPIIV Select row number | ] ^^^•VVWilll^^^^l
for this fleet 1 to add 1 jj [miBJJSl to delete: 1 JJ • H£l3IjB
^ J
Vessel Name
1 JMary lou
2 jSallyMae
3 | Chester city
Number Model Year/ Total Rated
Coast of Last Rebuild Power EPA Engine Propulsion Power Retrofit
Vessel Type Guard Engines Year Units Fuel Type Category (all engines) Info
Coastwise _»J|l234 |2 _»j | 1995 _rj |kW _»] |Dlesel (LS) ^\\2
Coastwise _»] J4567 \2 _»] | 1993 _»J |kw _»] JDiesel (LS) _»j \2
Coastwise j-J J7890 |l j-j | 1994 j-J |kW jrj | Diesel (LS) _rj J2
2\ |2,000 |7
_rj |3,000 |~
2\ |3,uoo r
Figure 40: Add/Delete Tug Section (Optional)
To add a tug(s), enter the number of tugs to add then select the ItnJiiiy^fl button. Blank rows will be
added to the bottom of the screen for each tug added. To delete vessels from the fleet, enter the row
number for the vessel you wish to delete and select the I I button. The Tool only allows one
row of data to be deleted at a time. When finished, you may choose to hide this section again by
selecting the
Hide Add/Delete
I button.
If an engine has been retrofit with an emissions control technology, select the box on the far right to
select from a list of standard retrofit options. The list of retrofit options available are:
1) Fuel Injection Engine Improvements
2) Selective Catalytic Reduction (SCR)
3) Common rail
4) Diesel Electric
5) Humid Air Motor (HAM)
6) Hybrid Engines
7) Diesel Oxidation Catalyst
8) Lean NOx Catalyst, and
9) Other.
Barge Tool Users Guide Part 3 | P. 38
-------
If "Other" is selected, enter the percent reduction for each pollutant, NOx and PM, and provide an
explanation for each.
See Figures 41 through 43 for example Retrofit Information screens.
Smartway Barge Retrofit Information
•f This vessel has associated retrofit information, provided below.
Please select the reduction strategy for NOx and PM from the dropdown provided. Each strategy is associated with a default
percent reduction that will display in the text box once you have made a selection. If you need to enter a value not provided,
select "Other" and enter the percent reduction and an explanation in the space provided. Provide additional comments related
to retrofit and reduction estimates in the comments box provided at the bottom of the screen.
Select Strategy: | Fuel Injection Engine Improvements
NOx Reduction
PM Reduction
Additional comments:
SCR
Common rail
Diesel Electric
Humid Air Motor (HAM)
Hybrid Engines
Diesel Oxidation Catalyst
Lean NOx Catalyst
Other
3000 characters remaining
Figure 41: Retrofit Information Screen
Smartway Barge Retrofit Information
l7fniJ5V : i •'. ' '.",": : :',' .'.'• i'.".'.",."
Please select the reduction strategy for NOx and PM from the dropdown provided. Each strategy is associated with a default
percent reduction that will display in the text box once you have made a selection. If you need to enter a value not provided,
select "Other" and enter the percent reduction and an explanation in the space provided. Provide additional comments related
to retrofit and reduction estimates in the comments box provided at the bottom of the screen.
Select Strategy: Diesel Oxidation Catalyst
NOx Reduction 0 %
PM Reduction 20 %
Additional comments:
3000 characters remaining
Figure 42: Retrofit Information Screen
Barge Tool Users Guide Part 3 | P. 39
-------
Smartway Barge Retrofit Information
|7 This vessel has associated retrofit information, provided below.
Please select the reduction strategy for NOx and PM from the dropdown provided. Each strategy is associated with a detail It
percent reduction that will display in the text box once you have made a selection. If you need to enter a value not provided,
select "Other" and enter the percent reduction and an explanation in the space provided. Provide additional comments related
to retrofit and reduction estimates in the comments box provided at the bottom of the screen.
Select Strategy: | Other
NOx Reduction
PH Reduction
Explanation:
Explanation:
Additional comments
3000 character remaining
Figure 43: Retrofit Information Screen
Once your Tug/Tow Characteristics data have been validated as complete and correct, select the
••••I button or select the Vessel Operations tab at the top of the screen to proceed.
Steps for Completing the Vessel Operations Screen
PLEASE REFER TO WORKHEET #4 in Part 2 of this guidance to complete this section of the Barge Tool.
On this screen please provide the vessel-specific operation information requested, including fuel
consumption (specifying either gallons or tons), towing capacity2, and engine activity differentiating
hours of underway versus maneuvering operation for propulsion engines and total hours of auxiliary
engine use during the reporting year.3 (Note - Towing Capacity inputs are optional.) Provide total fuel
used across all engines (propulsion and auxiliary), specifying your reporting units (gallons or tons).
Finally, enter the source for this data in the text box at the top of the screen.4
Enter towing capacity in terms of the maximum possible tonnage of cargo transported per trip. This information is
used to validate your estimates for total ton-miles hauled later in the Tool. Do not enter capacity in Bollard Tons -
this value will vary depending upon a number of factors including vessel speed and barge configuration, and will not
correspond directly to maximum tonnage transported.
Note that emissions associated with the use of shorepower are not included in this version of the Barge Tool.
4 Auxiliary engines are assumed to use the same fuel as propulsion engines with the exception of LNG propulsion
engines. In this case auxiliary engines are assumed to use ultra-low sulfur diesel, and diesel fuel totals must be
provided for these engines separately on the auxiliary engine popup screen.
Barge Tool Users Guide Part 3 | P. 40
-------
SmartWay Barge: ABC Barge, Inc.: Intercoastal Waterway
Geographic Operation Areas
Tug/Tow Characteristics
Barge Operations
Please provide the vessel-specific operation information requested, differentiating hours of operation for propulsion engines and auxiliary engines used
during the reporting year. Provide total fuel used across ail engines (propulsion and auxiliary).
Indicate the source for your data on this screen in the text box below.
After completing the information on this screen, select the "Barge Operations" tab above or select the NEXT button at the bottom of this screen.
_*] Data Source(s) for Fuel and Activity Estimates:
Company records
Vessel Name
Annual
Fuel
Usage
1J
[l |Marylou
p~ | Sally Mae
11,350
p~ | Chester dty
1,200
Fuel Units
lT°ns d
!T°ns d
lTons jJ
Towing
Capacity
CTons)
Propulsion Engines
Annual Hours of Operation
Underway Maneuvering
3,000
3,000
50
12,000
2,800
100
8,000
3,500
Page 13
Figure 44: Vessel Operations Screen
If the vessel in question uses auxiliary engines, enter data for these engines by clicking the
Enter Auxiliary Engine Values !
jutton at the end of each data row. Clicking this button opens the
auxiliary engine information window (see Figure 45). Up to eight auxiliary engines may be defined in this
window. Select the manufacture or rebuild model year for each auxiliary engine and enter the associated
annual hours of use and total rated power (in kilowatts or hp) for each auxiliary engine. If the vessel is
powered by LNG, also enter the total annual diesel fuel consumption for all auxiliary engines in gallons at
the top of the screen.
Barge Tool Users Guide Part 3 | P. 41
-------
Smartway Barge Auxiliary Engine Information
Enter the values
auxiliary engines
7 1 Please specify
' 1 indicated on tl
the left or the
Fl.
rz.
T3.
T4.
r,
r,
r?.
rs.
I^^T
For auxiliary engines. You can specify up to 8 engines. All
are assumed to be diesel powered.
your Total Rated Power in kW. This is the power unit you
ic main Tug/Tow Characteristics screen. Select the [?] button to
Help button at the botton of the screen for more information.
Manufacture/ Annual Hours Total Rated
Model Year of Use Power (kW)
1995 jj 790
3
3
3
3
3
3
3
ZOOM IN OK
.
•
234
CANCEL HELP
Page 14
J
Figure 45: Auxiliary Engine Information Screen
NOTE: Use this screen to enter all auxiliary engine data, including any auxiliaries used on barges (e.g.,
for pumps).
When finished entering data for auxiliary engines, select the I I button to save the data and
return to the Vessel Operations screen.
Barge Tool Users Guide Part 3 | P. 42
-------
Once your Vessel Operations data have been validated as complete and correct, select the
button or select the Barge Operations tab at the top of the screen to proceed.
Steps for Completing the Barge Operations Screen
PLEASE REFER TO WORKHEET #5 in Part 2 of this guidance to complete this section of the Barge Tool.
On this screen please provide the barge activity information for each barge type/size combination that
you operate in your fleet. Use the scroll bar on the right to see additional type/size combinations. (If a
barge is less than 150 feet in length, please assign it to the 150 foot category.) The available barge types
include:
• Hopper - Designed to carry materials, like rocks, sand, oil, and garbage for dumping into the
ocean, a river or lake for land reclamation. The bottom of these barges can open allowing them
to dump their cargo when they arrived at the spot where the materials are to be released.
• Covered Cargo - Includes some form of covering to protect dry bulk cargo from wind and
precipitation; reducing the loss of cargo during shipment.
• Tank - Equipped with several sealed tanks used to transport liquids and gas such as crude oil,
refined fuels, industrial chemicals, and natural gas.
• Deck - Has a flat deck able to load large and heavy equipment that would not fit in any other
types of barge.
• Container - Designed to move shipping containers in shallow waters where small containerships
may not be able to transit.
• Other.
The total number of barges indicated on this screen must equal the number you specified in the Fleet
Characterization section of the Tool. The Calculated Total section of the Tool at the lower right will
indicate when your entered barge numbers match the values in the Fleet Characterization section. The
boxes in Figure 41 below present calculated numbers and do not require you to enter information. The
first box shows the total number of barges you entered in the Fleet Characterization section of the Tool
(it is automatically populated). The next box shows the total number of barges you have entered on this
screen (in the Number of Barges column. This is also automatically populated). The final box at the
bottom will show the calculated difference between the previous two values, if there is any. If the values
match, the bottom box will be empty and the label will simply read "Match".
NOTE: The Barge Tool is intended for system-wide input and reporting of barge activity.
However, a given cargo delivery may involve different activity profiles such as light-loading on
multiple barges upriver due to shallow depths, and consolidation to a smaller number of barges for the
downriver portion of the trip. In this instance, users should estimate "trip average" values for the
number of barges used, volume utilization and average payload, along with total miles travelled per
barge over both legs of the trip, in order to report this data. In the future SmartWay will investigate
Barge Tool Users Guide Part 3 | P. 43
-------
alternative methods for disaggregating data entry and reporting in order to more precisely account for
operational variations such as these.
After specifying the number of barges, enter the Average Volume Utilization for each barge type/size
combination as a percentage. For deck barges estimate the percent of available surface area utilized.
Next enter the average annual loaded and empty miles per barge. NOTE: All miles entered in the Barge
Tool refer to nautical miles, not statute miles. Then enter your best estimate for average payload per
loaded barge trip, in short tons).
Finally, enter the total ton-miles, loaded and unloaded barge miles for your fleet as a whole in the Total
Fleet Activity section on the upper right. NOTE: DO NOT ESTIMATE TON-MILES BY SIMPLY
MULTIPLYING TOTAL MILES BY TOTAL TONS - this calculation effectively assumes your entire tonnage is
transported by EACH AND EVERY vessel, and will clearly overstate your ton-miles. In order to calculate
your fleet's total ton-miles, multiply your average loaded payload per barge by your average annual
loaded miles per barge and then by the total number of barges. To check your data, divide total ton-
miles by total miles. The result is your fleet-average payload. If this number is not reasonable, check
your calculations. See Figure 46 for an example input screen.
SmartWay Barge: ABC Barge, Inc.: Intercoastal Waterway : X 1
Geographic Operation Areas Jug/Tow Characteristics
Vessel Operations
Please provide barge activity information for each barge type/size combination that you operate. Use the scroll bar on
type/size combinations. The total number of barges indicated on this form must equal the number you specified in th(
the Tool.
Also enter the total ton-miles, loaded and unloaded barge miles for your fleet as a whole in the cells on the upper righ
Once complete, select Validate Screen to identify potential data entry errors. Otherwise select Home to continue.
? Data Source for Barge Activity:
1 Company records
Avg Volume J J ,1 ,1
1 I I Utilization Jj Annual JJ Annual -!J Average JLJ
Number -LI (Loaded Loaded Miles Empty Miles Loaded Payload
BargeType Size ofBarges Trips) perBarge* perBarge* perBarge
_?J Hopper |
150 Feet 1 1 °'°
ITSFeet I I % 1
195 to 200 Feet 1 I *
250 to 300 Feet 1 % 1
*
r~ r~
i i
i i
i i
? | Covered Cargo
150 Feet 1 1 *
175 Feet *
195 to ZOO Feet 1 1 %
250 to 300 Feet %
lyJTank | 9
ISOFeet | 1*1
* All miles refer to nautical miles (not statute miles)
B •
II II
1 1
1 •
I I ^
am mm BB|
the right to see additional
Fleet Characterization section of
:. All miles refer to nautical miles.
j\ Total Fleet Activity
Ton-lies- 1 83,000,000
Calculated: 32,800,000 (0%off)
Calculated: 72,000 (6% off)
Miles' 1 nm
Calculated: 42,000 (0%off)
_?J Calculated Total
Total Number ofBarges
from Fleet 1 — —
Characterization: '
Total Number of Barges i
Tallied Here: 1 lz
Match
Page 15
1 Validation
error
Figure 46: Barge Operations Screen
Barge Tool Users Guide Part 3 | P. 44
-------
The Total Fleet Activity section show above displays the results of a validation check performed by the
Tool to ensure that that the values entered for Total Ton-Miles, Total Loaded Barge-Miles, and Total
Unloaded Barge-Miles are within 5% of the values calculated from the individual data entry rows. If the
values differ by more than 5% (as is the case for Loaded Barge-Miles above), the difference will be
highlighted in red. Users must resolve any highlighted discrepancies before finalizing their Tool.
Once data entry is complete, describe the data sources used to develop your barge activity information at
the top of the screen, then select Validate Screen to identify potential data entry errors. Otherwise
select Home to continue.
Viewing Your Fleet Status
Once you have returned to the Home screen, notice that the fleet for which you provided data now
identifies its status as "Complete." You may now highlight the next fleet if you have another one to
complete. Fill out unfinished fleets in the same manner as the previous fleet.
S-nartWay Barge: Home
SmartWay
Report Year
2014
Barge
United States Version: 2.0.14
Released on: 2/3/2015
Please complete the following steps. Check boxes on the left indicate successful completion of each step. For more information, select the
'Help' button.
1. Enter Partner Name (Exactly 35 it should appear on the SmartWay website):
ABC Barge, Inc.
Enter Contact Information
Characterize your Fleets
4. Select Fleet for Data Entry (Double-click the fleet name or select and hit Enter):
ABC Barge, Inc.: Intercoastal Waterway - Complete^
Updated Fleet
Status
Indicator
Partner Profile / Logo Info / Suggestions
View Your Data Reports
Generate Files to Send to EPA*
* After selecting this option, be sure to carefalty read all directions before proceeding.
Page B-5
Figure 47: Home Screen after Data Entry for First Fleet
Barge Tool Users Guide Part 3 | P. 45
-------
Partner Profile / Logo Info / Suggestions
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 Barge Tool
data to EPA.
Partner Profile / Logo Info / Suggestions
Selecting the
Additional Information screen (see Figure 48).
Dutton on the Home screen will open the
Logo Qualification
Suggestions
Providing your information on THIS PAGE is OPTIONAL. SmartWay will use the information you submit via this page to make a PUBLIC partner company
page on the SmartWay website. Please limit your responses to the specific questions asked as SmartWay will review your submission for appropriateness.
SmartWay will not edit the data for spelling or grammar so please make sure it appears below EXACTLY as you want it displayed.
Partner Name: ABC Barge, Inc.
Link to your company's environmental or SmartWay web page:
http://
Executwe Officer's quote on your SmartWay participation: [500 characters max)
Descriptton of your best investment in emissions or fuel saving technology: (3000 characters max)
Goal for SmartWay participation: (3000 characters max)
My company encourages other companies to join SmartWay to improve their efficiency by: {1000 characters max)
Page 20
Figure 48: Additional Information Screen
Use this page to provide information you would like to share publicly. Information should be entered in
the text boxes displayed. Use the scroll bar to the right to display additional questions. SmartWay will
use this information to create a SmartWay Partner Profile page for your company on the SmartWay
website. You do not need to complete every question. SmartWay will NOT edit for spelling or grammar,
so make sure the text is exactly as you wish it to appear. If your company contains public relations
functions, you may want them to review this information before submittal, however, keep your
SmartWay due date in mind. SmartWay WILL review this data for appropriate content. Information
provided should be informational in nature, and speak to the question.
Barge Tool Users Guide Part 3 | P. 46
-------
Figure 49 shows the Logo Qualification screen. The SmartWay Partner Logo is provided at the company
level to Partners in good standing in the SmartWay program. To be in good standing you must submit
your SmartWay materials by the appropriate due date. Due dates are posted on the EPA website at
epa.gov/smartway. Use this screen to provide information regarding your qualification for, and planned
use of, the Partner Logo. Additional information on Logo qualification and use can be found by selecting
the
SmartWay Partner Logo Information
1 button.
SmartWay Additional InformationABC Barge, Inc
Partner Information
SuaoerttoiB
The SmartWay Partner Logo is available to all Partners in good standing within the SmartWay program. To be in good standing you must submit
your SmartWay materials by the appropriate due date. Due dates are posted on the SmartWay website at epa.gov/sniartway. The SmartWay
Logo use guidelines and Logo graphic files are accessible online - please select the button below for information.
Partner Name: ABC Barge, Inc.
r I agree to SrrartWay's PARTNER Logo use guidelines (on webpage)
Smart Way Partner Logo Information
If I qualfy for the SmartWay Partner Logo, I intend to use it on the following:
(does not constitute a commitment to actual!/ do it)
P My website
P Marketing materials
I Internal company materials
F Business Cards
l~~ Advertising
l~ Apparel
F Briefings/presentations
r Company Letterhead
P Email Signature
TFlag
I Company exhibit booth
F Posters/internal signage
F Packaging (only per EPA approval)
r Other (specify)
Partners that submit their annual updates on time will be able to download the SmartWay Logo digtal files in the SmartWay partner portal at:
http://app6.erg. com/ smartwayweb/porta I/ login, cfm
Page 21
Figure 49: Logo Qualification Screen
Figure 50 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.
Barge Tool Users Guide Part 3 | P. 47
-------
tWay Additional information: ABC Barge, Inc.
Partner Information
Logo Qualification
Suggestions
OPTIONAL SMARTWAY SATISFACTION AND FEEDBACK SURVEY
We are always trying to improve the SmartWay program and provide better service to our partners. By filling out this optional survey, you can help us improve the
program. Thank you.
Partner Name: ABC Barge, Inc.
r
r
r
Please answer Yes or No
Do you read the Tool User Guides?
Do you read the Tool Technical Documentation?
Do you regubrly visit the SmartWay website?
On a scale of 1 to 10,10 being the best:
How do you rate the SmartWay Toot?
How do you rate the SmartWay User Guide?
How do you rate the SmartWay Technical Document?
How do you rate the SmartWay Website?
How do you rate SmartWay support materals?
On a scale of 1 to 10,10 meaning strongly agree:
I understand the goab of the SmartWay program
I understand how to participate in the program
I understand and know how to find information on the SmartWay websfce
I understand the SmartWay Tools
I understand the SmartWay emission factor ranking system
I understand the SmartWay Partnership logo guidelines
No
r
r
r
Page 22
Figure 50: Suggestions Screen
Once you have completed these three screens, select the
screen.
button to return to the Home
Barge Tool Users Guide Part 3 | P. 48
-------
Viewing Reports
Once you are ready to continue, select
take you to the following screen:
View Your Data Reports
'from the Home screen which will
SrnartWay Barge: Reports
Please select the report you would like to view.
Internal Metrics Report
Fleet Characterization Report
geographic Operation Areas Report
Tug/Tow Characteristics Report
Vessel Operations Report
Barge Operations Report
Comments Report
Partner Information Report
Estimates the C02, NOx, and PM emissions for your fleets. You can
view these estimates by fleet, vessel, or partner total.
Displays all of the data you entered on the Fleet Characterization,
Details, and Cargo screens.
Displays all of the data you entered in the Geographic Info section.
Displays all of the data you entered in the Tug/Tow Characteristics
section.
Displays all of the data you entered in the Vessel Operations
section.
Displays all of the data you entered in the Barge Operations section.
Displays all of the comments that have been entered throughout
the Tool.
Displays the partner information, logo qualification and suggestions
you provided in Step 5.
Page 19
Figure 51: View Fleet Reports Screen
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 Fleet Characterization,
Vessel Operations, and Barge Operations Reports.
Barge Tool Users Guide Part 3 | P. 49
-------
NOTE: The Comments Report allows you to review any notes and comments made during the
L compilation of the different data inputs throughout the Tool. These comments can provide a
useful reference for documenting data sources and assumptions, as well as for preparation of
subsequent year submittals. In addition, you can use this report to view questions and
comments from your Partner Account Manager after they receive and return your Tool.
Internal Metrics Report
Select the \= ^UiiiiiiiyiiiBijja^iM II button to review the performance of your fleet(s) in terms of
grams per ton-mile, grams per barge-mile, and grams per 1,000 cubic foot-miles (for total and utilized
volume), by pollutant type. Different display options are available for Company-level and Fleet-level
performance.
Barge Tool Users Guide Part 3 | P. 50
-------
Submitting Data to SmartWay
Congratulations! You are now ready to send your data to EPA.
Select the
Generate Rle to Send to EPA*
I button, which will open the following screen.
Create subrrrs^cn -ile fo' EPA
•SmartWay
Report Year
2014
Barge
United States Version: 2.0.14
Released on: 2/3/2015
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).
r I understand and agree to the terms of this agreement.
Page B-Z7
Figure 52: 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 you have ever been
a SmartWay Partner you can 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 Email me my
SmartWay ID button to have your ID sent to you. Submission of the SmartWay ID is optional.
Barge Tool Users Guide Part 3 | P. 51
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Create submissicn "ile fo' EPA
•SmartWay
Report Year
2014
Barge
United States Version: 2.0.14
Released on: 2/3/2015
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. 1D01 (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? I understand and agree to the terms of this agreement.
Please answer the question that appears below. Depending on your answer(s), additional questions may appear that also requires an answer. Your answers
will allow EPA to better process your submission.
Yes
Are you an existing Partner in SmartWay? &
Bid you submit data last year? *•
No
r
Please enter your SmartWay ID that your PAM sent you in an email. If you do not have your SmartWay ID and you
were either the designated Working Contact or Executive Contact in last year's submission, you can use the link below
to have your SmartWay ID emailed to you.
Email me my SmartWay ID
You are now ready to create your .xnil file. The tool will also automatically save your .xml file and jcls file at: S:\Rick\EPA\2012 Program Support'^ WA_OQ_04
_SW\Barge \201B update unless you designate another location. Please select the NEXT button below to continue.
Page B-27
Figure 53: Completed Submission File Screen
When ready, select NEXT to create a file with the following naming convention:
Barge_PartnerName_Year_VO.xml5
For example, Barge_ABC Barge, lnc_ 2014_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.
If you create the XML file multiple times the file name will increment each time (e.g., Barge_ABC Barge, lnc_2014_V1 .XML for the
second iteration, etc.
Barge Tool Users Guide Part 3 | P. 52
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Tian'vVav - Insr-cticn; for Submitting File
'SmartWay
CONGRATULATIONS! Your SmartWay submission files are now located at:
Excel File
| S:\Rick\EPA\2Q 12 Program Support\WA_QQ_04_SW\Barge\2015 update\Barge_ABC Barge, Inc_2Q14_VO.xls
XML File
|S:\Rick\EPA\2Q12 Program Support\WA_00_04_SW\Barge\2Q15 update\Barge_ABC Barge, Inc_2014_VO.XML
The .xls file is the file that you can view in MS Excel to look at your data reports, or view year-to-year comparison, etc.
Please make sure you keep this file in a safe place within your company so that you may refer to it when you complete
your SmartWay submission next year.
The .xml file is a file that copies the data you input into the tool into a much smaller file. If you open this file it will look
like a big string of data and will not be useful for your own viewing. SmartWay created this function because some
partners had mailbox size limitations and thus couldn't mail the large .xls Excel file.
If you can, please email both files to SmartWay. If your mailbox can't send the .xls file, you may send the .xml data file
onV- YOU MUST RETRIEVE THIS FILE(s) FROM THIS FOLDER AND EMAIL THE FILE(S) TO SMARTWAY IN ORDER TO
COMPLETE YOUR SUBMISSION. Please open an email message, attach the new file(s) and send to
smartway_transport@iepa.gov, or to your Partner Account Manager (PAM) if your company has an existing SmartWay
Partner.
If you have any questions on this submission process, please contact your PAM, or the SmartWay Call Center at (734)
214-4767 or email smartway_transport@epa.gov. Once SmartWay has received your file, it will be reviewed and you will
receive an acknowledgement of acceptance.
Figure 54: Instructions for Submitting xml File to EPA
Follow these instructions for submitting your .xml and .xls files to SmartWay. Note that the .xml file is
approximately 10 times smaller than the .xls file itself. Upon selecting NEXT, a screen will appear that
allows you to close the Barge 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.
NOTE: DO NOT CHANGE THE NAME OF THE XML OR XLS FILE.
NOTE: DO NOT DELETE YOUR EXCEL (XLS) TOOL-SAVE THIS FILE FOR YOUR REFERENCE.
Barge Tool Users Guide Part 3 | P. 53
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Troubleshooting the Tool
Although the SmartWay Tools have been tested extensively, you may encounter errors. Intermittent
errors have been encountered when opening the Tool directly from the SmartWay website, or from an e-
mail, rather than from a drive, or when multiple Excel files or other applications are open simultaneously.
If you encounter an error during use of the Tool, please 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 later version).
If you continue to encounter problems, please make a screen capture of the error message, and save the
Tool at that point. (You can make a screen capture by pressing Alt-Print Screen, 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.
Proper Calculation Setting
By default, Microsoft Excel is set to automatically calculate formulas. If values within your Tool are not
calculating automatically, then your Excel may be set to "Manual". Follow these instructions to change
your Excel Calculation setting.
Office 2010
Choose the "Formulas" tab. Select the "Calculation Options" button in the "Calculation" section to view
the drop-down list of options. Choose "Automatic" from the list of options to switch to automatic
calculation.
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Barge Tool Users Guide Part 3 | P. 54
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Barge Tool Users Guide Part 3 | P. 55
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Office 2003
From the tools menu, select "Options". When the Options dialog box is displayed, select the "Calculation"
tab. Under the Calculation section, select the "Automatic" radio button and then select "OK".
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Barge Tool Users Guide Part 3 | P. 56
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