^•vSmartVVay
Transport Partnership
U.S. Environmental Protection Agency
2018 SmartWay Truck Carrier
Partner Tool:
User Guide
U. S. Version 2.0.17 (Data Year 2017)
www.epa.gov/smartway
¦^sSmartWayn
United States
Environmental Protection
M * Agency
-------
"^^SmartWay
Transport Partnership
U.S. Environmental Protection Agency
2018 SmartWay Truck Carrier
Partner Tool:
User Guide
U. S. Version 2.0.17 (Data Year 2017)
Transportation and Climate Division
Office of Transportation and Air Quality
U.S. Environmental Protection Agency
United States
Environmental Protection
Agency
Office ofTransportation and Air Quality
EPA-420-B-18-003
January 2018
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Table of Contents
PRE-CHECKLIST - BEFORE GETTING STARTED 3
IS THIS THE RIGHT SMARTWAY TOOL FOR ME? 3
WHAT IS THE SMARTWAY TRANSPORT PARTNERSHIP? 3
WHY DO TRUCK CARRIERS JOIN THE SMARTWAY TRANSPORT PARTNERSHIP? 4
HOW DO TRUCK CARRIERS JOIN THE SMARTWAY TRANSPORT PARTNERSHIP? 4
HOW DO I JOIN IF MY PARENT COMPANY HAS MULTIPLE FLEETS? 5
WHAT DATA DO I NEED TO GATHER TO COMPLETE THE TRUCK CARRIER TOOL? 5
WHAT SOFTWARE & HARDWARE IS REQUIRED FOR COMPLETING THE TRUCK CARRIER TOOL? 6
HOW DO I SET THE SECURITY LEVEL WHEN OPENING SMARTWAY TOOLS? 7
WHAT IS INCLUDED IN THE SMARTWAY CARRIER PARTNERSHIP AGREEMENT? 18
STEP 1-DATA COLLECTION REQUIREMENTS 20
INTRODUCTORY SCREENS 20
AUTO-POPULATION 20
DATA REQUIREMENTS FOR ESTABLISHING YOUR DATA COLLECTION YEAR 20
DATA REQUIREMENTS FOR SECTION 1: SPECIFY OFFICIAL PARTNER NAME 21
DATA REQUIREMENTS FOR SECTION 2: ENTER CONTACT INFORMATION 21
DATA REQUIREMENTS FOR SECTION 3: CHARACTERIZE YOUR FLEETS 22
DATA REQUIREMENTS FOR SECTION 4: FLEET DATA 23
FUEL-SPECIFIC SECTIONS: ENGINE MODEL YEAR & CLASS, AND ACTIVITY INFORMATION
SCREENS 24
STEP 2—DATA ENTRY 26
DOWNLOADING THE SMARTWAY TRUCK CARRIER TOOL 26
HOW TO SET SECURITY LEVELS FOR THE SMARTWAY TOOLS 26
ENTERING PARTNER NAME 26
ENTERING CONTACT INFORMATION 26
COMPLETING THE IDENTIFY FLEETS SCREEN 28
COMPLETING THE FLEET DETAILS SCREEN 29
COMPLETING THE OPERATION SCREEN 30
COMPLETING THE BODY TYPES SCREEN 30
REVIEWING THE SMARTWAY CATEGORY SCREEN 30
SELECTING A FLEET FOR DATA ENTRY 31
COMPLETING THE GENERAL INFORMATION SCREEN 31
COMPLETING THE ENGINE MODEL YEAR & CLASS SCREEN 32
COMPLETING THE ACTIVITY INFORMATION SCREEN 32
COMPLETING THE FUEL ALLOCATOR WORKSHEET 33
COMPLETING THE BIODIESEL BLEND WORKSHEET 33
ENTERING DATA IN THE PAYLOAD CALCULATOR 33
ENTERING DATA IN THE AVERAGE CAPACITY VOLUME CALCULATOR 34
ENTERING AVERAGE USED CARGO VOLUME % 34
COMPLETING THE ROAD TYPE / SPEED CATEGORY SECTION 35
ENTERING DATA IN THE IDLING HOURS CALCULATOR 35
COMPLETING THE PM REDUCTION SCREEN 35
COMPLETING THE DATA SOURCES SCREEN 36
SUBMITTING YOUR TOOL TO EPA 36
STEP 3 - RESULTS AND SUMMARY REPORTS 38
1
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APPENDIX: WORKSHEETS FOR DATA COLLECTION 40
WORKSHEET #1: CONTACT INFORMATION 40
WORKSHEET #2: FLEET CHARACTERIZATION 41
WORKSHEET #3: GENERAL FLEET INFORMATION 42
WORKSHEET #4A: MODEL YEAR &CLASS INFORMATION 43
WORKSHEET #4B: ACTIVITY DATA SOURCES AND INFORMATION 47
WORKSHEET #4C: ACTIVITY - BIODIESEL AND ETHANOL BLENDS (IF APPLICABLE) 52
WORKSHEET #4D: PAYLOAD AND VOLUME (P. 1 OF 12) 53
WORKSHEET #4D: CLASS 2B—PAYLOAD AND VOLUME (P. 2 OF 12) 54
WORKSHEET #4D: CLASS 3—PAYLOAD AND VOLUME (P. 3 OF 12) 55
WORKSHEET #4D: CLASS 4—PAYLOAD AND VOLUME (P. 4 OF 12) 56
WORKSHEET #4D: CLASS 5—PAYLOAD AND VOLUME (P. 5 OF 12) 57
WORKSHEET #4D: CLASS 6—PAYLOAD AND VOLUME (P. 6 OF 12) 58
WORKSHEET #4D: CLASS 7 STRAIGHT TRUCKS-PAYLOAD AND VOLUME (P. 7 OF 12) 59
WORKSHEET #4D: CLASS 7 COMBINATION TRUCKS-PAYLOAD AND VOLUME (P. 8 OF 12) 60
WORKSHEET #4D: CLASS 8A STRAIGHT TRUCKS-PAYLOAD AND VOLUME (P. 9 OF 12) 61
WORKSHEET #4D: CLASS 8A COMBINATION TRUCKS-PAYLOAD AND VOLUME (P. 10 OF 12) 62
WORKSHEET #4D: CLASS 8B COMBINATION TRUCKS-PAYLOAD AND VOLUME (P. 11 OF 12) 63
WORKSHEET #4D: VOLUME-PAYLOAD AND VOLUME (P. 12 OF 12) 64
WORKSHEET #4E: ROAD TYPE/SPEED DISTRIBUTION AND IDLE HOURS WORKSHEET 65
WORKSHEET #4F: DIESEL PM CONTROL WORKSHEET 66
2
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PRE-CHECKLIST — BEFORE GETTING STARTED
WARNING:
***Before beginning, use this chart to make sure you are choosing the right tool for your
operations! ***
IS THIS THE RIGHT SMARTWAY TOOL FOR ME?
YES
NO
YES
NO
YES
NO
Use Truck Tool
Use Logistics Tool
Use Multimodal Tool
Contact SmartWay
for more
information
You contract out more than 5% of your
freight (i.e., you are a 3PL, broker,
freight forwarder or non-asset based
carrier.
You operate your own managed fleet
(owned or leased) with less than 5% of
your freight contracted with outside
companies.
You operate your own managed fleet and:
Move 5% or more of your freight with a
third-party provider, or move more than
10% of your freight via rail, barge,
and/or air.
If none of the above statements is applicable, contact EPA SmartWay at 734-214-4647 for assistance.
What Is The SmartWay Transport Partnership?
Launched in 2003, the SmartWay Transport Partnership is a public/private collaboration between
the EPA and the freight industry to improve fuel efficiency, increase environmental performance,
and encourage supply chain sustainability.
Seven types of freight transport companies can join SmartWay.
• Freight shippers
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• Logistics companies (including 3PLS/4PLS1)
• Truck carriers
• Rail carriers
• Barge carriers
• Multimodal carriers
• Air carriers
Companies join the SmartWay Transport Partnership by submitting a Partner Tool to SmartWay. The
SmartWay Tools (1) assess freight operations; (2) calculate fuel consumption and carbon footprints;
and
(3) track fuel-efficiency and emission reductions. SmartWay Tools must be submitted each year for
the company to remain a Partner in good standing. Tools submitted and approved on time qualify
partners to use the SmartWay Logo.
SmartWay ranks Partners' efficiency and environmental performance and recognizes
superior performance through the SmartWay Excellence Awards.
Do Truck Carriers Join The S*m a Tmk sport Partnership?
The SmartWay Transport Partnership provides truck carriers with ways to reduce the environmental
impact of their freight operations and address costs. Designed with and for the freight sector, the
SmartWay Transport Partnership delivers solutions to marketplace needs and challenges. With
access to the latest in EPA-tested technologies and peer-provided success stories, carriers that join
the SmartWay Transport Partnership can gain a better understanding of their environmental
footprint and assert their corporate leadership.
Additionally, SmartWay Partners are associated with an internationally recognized and respected
brand that symbolizes cleaner, more efficient transportation choices.
How Do Truck Carriers Join The SmartWay Transport Partnership?
Truck Carriers join SmartWay by submitting a SmartWay Truck Carrier Tool (hereafter known as
the "Truck Carrier Tool.")
Truck Carriers that submit tools that are approved by EPA are known as "SmartWay Truck
Carrier Partners."
When a truck carrier submits a Truck Carrier Tool to EPA, they agree to the requirements stipulated
in the SmartWay Truck Carrier Partnership Agreement-notably, that they will measure and report
the emissions performance of their company annually and provide supporting documentation to
EPA upon request.
1 3PLs/4PLs Third party logistics/fourth-party logistics companies
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All SmartWay Truck Carrier Partners agree to complete and submit the SmartWay Truck Carrier Tool
to:
• define company composition
• characterize company activity
• individually benchmark fleets
• track annual changes in performance
Upon approval of a Truck Carrier Tool submission, truck carriers will be identified as SmartWay Truck
Carriers Partners on EPA's website on the SmartWay Partner List and in a database used to identify
companies that meet SmartWay's annual requirements. The carrier will also receive information on
how to access its current SmartWay Registration Document.
How Do I Join If My Parent Company has Multiple Fleets?
Companies that join the SmartWay Partnership should include all of their fleets and trucks in their
submission. If a company wishes to list multiple fleets in the Truck Carrier Tool, they should list these
fleets as their customers can hire them. Internal fleets invisible to a customer should not be listed
separately. Companies will be listed at the Company level in the SmartWay Partner list on the
SmartWay website, and each individually defined fleet will appear as a separate entity in the
SmartWay Carrier Data file that customers use to identify which fleets they do business with in the
Shipper and/or Logistics Tools.
SmartWay highly recommends developing your list of fleets before beginning
your data e ocess. Any fleet that a shipper or logistics company could hire
directly should be listed as a separate fleet in your Truck Carrier Tool submission.
The best strategy is to have a clear idea of how to define your compani ve
filling out the Tool,
What Data Pol Need To Gather To Complete The Truck Carrier Tool?
To participate in SmartWay, truck carriers need to gather the following essential information
to complete the Truck Carrier Tool:
• The official company name EXACTLY as you would like it presented on the EPA website and
other EPA communications
• Company contact information
• Contact details for your Working Contact (see page 9 for definition)
• Contact details for an Executive, Sustainability and/or Other Contact(s) (Executive cannot
be the same as the Working Contact) (see page 10 for definition)
• Percent split between US/Canada operations for each fleet
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• Quarterly International Fuel Tax Agreement (IFTA) statements2 (for activity data) for the
reporting calendaryear
• Fleet details for all fleets you control:
o SCACs, MCNs, DOT, and/or NSC number information
o Total inventory of vehicles in your fleet(s), sorted by vehicle class and engine
model year, body type, and operational category for the reporting calendaryear
o Total miles, revenue miles and empty miles
o Total diesel, biodiesel and/or other fuel use by class
o Reefer fuel use by class (if applicable)
o Average payload and average volume by class
o For less-than-truckload carriers, average load weight and average number of loads
per truck
o Average cargo volume use percentage by class
o Average idle hours per truck
o Use of particulate matter control equipment by truck class and engine model
year (if applicable)
• Data sources
• SmartWay ID number (if this is not your first tool submission)
This data should be provided for all of your company's fleets. This data reflects the amount of
freight carried by each carrier, the distance that freight is carried, and the fuel consumed to carry
the freight.
What Software & Hardware Is Required For Completing The Truck
Carrier Tool?
The Truck Carrier Tool was designed in "Microsoft Excel Forms." Completing the Truck Carrier
Tool requires the following software and hardware:
• A 2003 or later version of Microsoft Excel*
• Excel security level set at Medium or lower
• A PC running Windows XP or newer operating system (The Tool does not
currently work using the Mac operating system)
• A minimum of 15 megabytes of free disk space. More disk space may be required
based on the number of companies you define in yourTool
• A monitor resolution of at least 1,024 x 768
*The Excel web application in MS Office 365 (the cloud-based version of the Office operating system)
does not currently support the macros used in the SmartWay tools. Therefore, SmartWay tools do
not function in Office 365 at this time.
2 If applicable - for Class 7, 8a and 8b trucks only.
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Please check with the user guides for your computer, online support, or your company's IT
department to make sure your system is set up to use the Truck Carrier Tool.
HOW DO I SET THE SECURITY LEVEL WHEN OPENING SMARTWAY TOOLS?
When you first open the Tool you may see a new "Protected View" security warning from
Microsoft;
2016-09-21_shipper - Copyjds [Protected V
I Home Insert Page Layout Formulas Data Review View Developer
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Protected View Office has detected a problem with this file,
Editina it mav harm vour computer. Click for more details.
AH19 - fx
(Clickfor more details]
NOTE - THE SMARTWAY TOOL IS IN THE SAME FORMAT AS PRIOR YEARS AND IS
SAFE TO OPEN ON YOUR COMPUTER. FOLLOW THESE STEPS TO PROCEED.
1) Select the "Click for more details" link at the end of the message in the menu bar shown above.
2) In the Microsoft Office File menu, choose the large "Edit Anyway" button located on the left
next to the Protected View information section as shown below.
Insert Page Layout
jJ Save
|S? Save As
Open
""J' Close
Recent
Anyway
2016-09-21_shipper - Copyjcls [Protected View] - Microsoft Excel
Information about 2016-09-21_shipper - Copy
R:\ECON\brielle.bkm\SmartWay\Shipper\2016\2016-09-21_shipper - Copy.xls
Protected View
Office has detected a problem with this file. Editing it may be dangerous. To help
keep your computer safe this file has been opened in Protected View.
You should only enable editing if you trust the contents of the file.
Protected View Settings
Learn more about Protected View
Properties *
Size
Title
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None
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] Open File Location
Show All Properties
Next, the following instructions should appear on your screen //you need to change additional
security settings before running the Tool. The instructions differ depending upon what version
of Excel you use (Excel 2003, 2007, 2010, or 2013).
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Security Settings for Excel 2003 Users
To use the ShipperTool in Microsoft Excel 2003, you will need to have your security levels set to
"Medium."
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Macro Setting Tabs in Excel 2003
1. When using Excel 2003, on the menu bar, go to Tools Macro Security Level.
2. When the "Security" window opens, select the "Medium" level, and select OK.
Security | ? ||X |
| |ecunty LeveJ j | Trusted Publishers j
O Very High. Only macros installed in trusted locations will be allowed
to run. All other signed and unsigned macros are disabled.
O High. Only signed macros from trusted sources will be allowed to
run. Unsigned macros are automatically disabled.
0 Medium. You can choose whether or not to run potentially unsafe
macros.
O Low (not recommended). You are not protected from potentially
unsafe macros. Use this setting only if you have virus scanning
software installed, or you have checked the safety of all documents
you open.
OK ~j [ Cancel
Security Level Setting Screen in Excel 2003
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Running the Tool in Microsoft Excel 2003
1. Save the Tool to your computer in a folder on your hard drive.
2. Go to that folder and double-click on the file to open the Tool.
3. You will see a security-warning box appear. Select the
security-warning box.
Security Warning
"S:\5martWay\Shipper.xls" contains macros,
Enable Macros
button in the
Macros may contain viruses, It is usually safe to disable macros, but if the
macros are legitimate., you might lose some functionality,
Disable Macros
Enable Macros
More Info
Screen showing "Enable Macros" button
The Welcome Screen for the Shipper Tool should then appear arid you wiil be ready to begin
working on your tool.
Security Settings for Excel 2007 Users
The default settings for Excel 2007 should enable you to run the Tool without any changes.
Running the Tool in Microsoft Excel 2007
1) Save the Tool to your computer.
2) Open the file, and select the
Options,,,
button that appears after the
Security Warning just below the menu bar. Detailed instructions are also
provided on the screen itself.
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' Security Warning Some actn
f*\ Security Settings for the Tool
I Security Settings for the Tool
2 (Pour des instructions en frangais, failes defiler vers la droite.->)
3 In order to run this application, you must have macros enabled.
, For Excel 2007. Excel 2010. and Excel 2013 Users: (If you are using Excel 2003. please scroll down.l
If an "Options..." button appears in the menu bar above, follow these instructions:
1 Click the Options button. This button appears after the Security Warning in the Excel 2007 menu bar
s 2 Enable content In the Microsoft Office Security Options dialog box, choose "Enable this content" and click OK
If the "Options..." button does not appear, use the instructions below. [NOTE: If you do not have a round Office button (a
shown in the picture below), you are probably using an earlier version of Excel, in which case you need to scroll to the
instructions for Excel 2003 users.]
1. Click the Office button. This button appears in the top left comer of the screen in Excel 2007/2010.
2. Go to Excel Options. Click the "Excel Options" button in 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 in 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
, For Excel 2003 Users:
Security Warning Screen
3) In the Microsoft Office Security Options dialog box, choose "Enable this
content" and select OK.
Microsoft Office Security Options
Security Alert Macro
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: C: ^martway Shipper. xis
O Help protect me from unknown content (recommended)
0 iEnable this content!
PnpnttieTnmtf>ntfT 1 OK | | Cancel
Security Options Dialogue Box
The Welcome Screen for the Shipper Tool should then appear and you will be ready to begin working on
your tool.
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Troubleshooting the Security Settings in Microsoft Excel 2007
If you reach this point and the Tool does NOT open, you may have your security set too high,
M
To adjust your security settings, select the button (in the top left corner of the screen)
and then select the button in the bottom right corner of the pull-down menu.
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On the Excel Options screen, select Trust Center in the left navigation bar;
Excel Options
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H7I Show Mini Toolbar on selection ¦
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"Trust Center"
Add-Ins
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screen up style: inow feature descriptions in ScreenTips v
Resources
Create lists for use in sorts and fill sequences: | Edit Custom Lists... |
When creating new workbooks
Use this font:
Body Font |
Font size:
Default view for new sheets: Normal View v
Include this many sheets:
|3 i||
Personalize your copy of Microsoft Office
.User name: MHeyward
1
Choose the languages you want to use with Microsoft Office: [ Language Settings... ]
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[ OK ] [ Cancel ]
Excel Options Drop-Down Menu
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When the Trust Center options display opens, select Trust Center Settings in the bottom right
portion of the screen;
Excel Options
EH
Popular
Formulas
Proofing
Save
Advanced
Customize
Add-Ins
Q
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
Customer Experience Improvement Program ^^
Security & more
Learn more about protecting your privacy and security from Micros
Select the "Trust
Center Settings"
button
Microsoft Windows Security 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.
| Trust Center Settings..
Trust Center Settings Screen
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Choose the setting "Disable all macros with notification" and select OK.
Trust Center
Trusted Publishers
Trusted Locations
Add-ins
ActiveX Settings
Macro Settings
Message Bar
External Content
Privacy Options
Macro Settings
For macros in documents not in a trusted location:
O Disable all macros without notification
0 Disable all macros with notification
O Disable all macros except digitally signed macros
O Enable all macros (not recommended; potentially dangerous-
Select "Disable all macros
with notification."
Developer Macro Settings
I I Trust access to the VBA project object model
Macro Settings Screen
Then run the Tool.
If, at this point, the Tool does not open, review the "Software and Hardware Requirements".
If you after reviewing this section, you cannot determine how to correct the problem, contact
your SmartWay Partner Account Manager.
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Security Settings for Excel 2010 and newer Users
The default settings for Excel 2010 and newer Excel versions 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 E"a6it E)
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Security Warning Popup
If you reach this point and the Tool does NOT open, you may have your security set too high.
To adjust your security settings, select the File tab from the menu bar (in the top left
tlil Options
corner of the screen) and then select the button in the bottom left-hand
menu of the tab.
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nsert Page Layout Formulas Data Review View
Developer
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Recent Workbooks
Recent Places
Save As
To browse for a file, click Open.
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New
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Select the "Options"
Print
button
Save & Send
Help
i
Options
0 Exit
Excel 2010 and Newer Options Drop-Down Menu
On the Excel Options screen, select Trust Center in the left navigation bar:
Excel Options
Popular
Change the most popular options in Excel.
Proofing
[^1 Show Mini Toolbar on selection ¦'
0 Enable Live Preview I
l~~l Show Developer tab in the Ribbon 1
W Always use ClearType
Color scheme: Blue v
ScreenTip style: Show feature descriptions in ScreenTips
Select "Trust Center"
Excel 2010 and Newer Options Drop-Down Menu
15 | P a g e
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When the Trust Center options display opens, select Trust Center Settings in the bottom right
portion of the screen;
Excel Options
Popular
Formulas
Proofing
Save
Advanced
Customize
Add-Ins
9
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
Customer Experience Improvement Program
Security & more
Learn more about protecting your privacy and security from Microsoft Office Online.
Microsoft Windows Security Center
Microsoft Trustworthy Computing
Microsoft Office Excel Trust Center
The Trust Center contains security and privacy settings. These settings help keep your computer
secure. We recommend that you do not change these settings.
Irust Center Settings..
Select the "Trust Center Settings"
button
Trust Center Settings Screen
16 | P a g e
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Choose the setting "Disable all macros with notification" and select OK.
Trust Center
Trusted Publishers
Trusted Locations
Add-ins
ActiveX Settings
Macro Settings
Message Bar
External Content
Privacy Options
Macro Settings
For macros in documents not in a trusted location:
O Disable all macros without notification
0 Disable all macros with notification ^ ""
O Disable all macros except digitally signed macros
O Enable all macros (not recommended; potentially dangerous code can run)
Developer Macro Settings
I I Trust access to the VBA project object model
Select "Disable all
macros with
notification"
Macro Settings Screen
17 | P a g e
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What Is Included In The SmartWay Carrier Partnership Agreement?
To join the SmartWay Transport Partnership as a truck carrier, you must agree to the language on
the "Partnership Agreement for Carriers." When you begin working within the Tool, you will be
asked to check a box stating that you agree to the terms of the Partnership Agreement. This
agreement must be renewed annually.
Please review this language with the appropriate personnel within your organization before
completing or submitting a Tool to EPA.
Partnership Agreement
for Carriers
With this agreement, your company joins EPA's SmartWay Transport Partnership and commits to:
1. Measure and report to EPA on an annual basis the environmental performance of your
fleet(s) using EPA's SmartWay Truck 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. Assist Partners in achieving emission and fuel usage reduction goals (subject to Federal
Government Appropriations).
4. Treat individual corporate data as sensitive businessinformation.
General Terms
1. If the Partner or EPA defaults upon this agreement at any point, the agreement shall be
considered null and void.
2. Either party can terminate the agreement at any time without prior notification or penalties or
any further obligation.
3. EPA agrees not to comment publicly regarding the withdrawal of specificpartners.
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
18 | P a g e
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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 ofthe
organization.
6. Submittal of this SmartWay Truck Tool annually constitutes agreement to all terms in
this Partnership Agreement. No separate agreement need be submitted.
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Step 1—Data Collection Requirements
This section will identify data needed for completing the required sections of the Truck Carrier Tool.
The Truck Carrier Tool Technical Documentation explains more about the methodological structure
and technical aspects of the Tool and the data entry process; this guide will focus primarily on the
essentials for completing the Tool.
Introductory Screens
Upon opening the 2017 Tool, you will see a Welcome screen, followed by five screens which orient
you to the Tool. The Assistance for New Users screen appears first, and allows users to view an
orientation video. Additional screens may be accessed from this screen, including Tool selection
guidance, data collection needs, Tool help and navigation, and the SmartWay Partner Tool
Schedule for 2018. These are general information screens and may be skipped if you are already
familiar with the Tool. However, upon proceeding you MUST select the box at the bottom of the
Partnership Agreement screen, indicating that you agree to the terms of the Partnership
Agreement.
A UTO-POPULA TION
As you progress through the Tool, you will see an "Auto-Population" screen. This screen allows
partners and applicants to input their SmartWay ID and automatically load the information for the
initial steps of the Tool (Partner Name, Contact Information, and for established Partners, Fleet
Information), based on the prior year's submittal or, for applicants, information entered through the
online SmartWay Carrier Application.3 The Auto-Population option can save time and ensure naming
consistency for your contacts and fleet(s) from year to year. A popup screen will appear displaying
all the contact and fleet data uploaded for your review before proceeding. Corrections and revisions
may be made on the HOME screen if needed. If you do not have a SmartWay ID, or prefer to enter
this data manually, you may skip this step.
Data Requirements For Establishing Your Data Collection Year
Before beginning your data collection, identify the last calendar year for which you have full annual
(12 months) data. This means that you have data from January of the calendar year through
December of the same year. If you have not been in operation for a full year, you must collect a
minimum of three months' data for input into the SmartWay Tool. In your next update year, you will
be expected to submit a full year's data.
3 You may access the SmartWay carrier application at
http://app5.erq.com/smartwavonramp/onramp/index.cfm?CFID=708106&CFTOKEN=14c13f056f84b32c-C1172202-F7AC-091B-
019982BF6AE1A5ED.
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Data Requirements For Section 1: Specify Official Partner Name
Your Partner Name is the official name that your customers would recognize for your
company—in other words, the name someone hiring you would look for.
You must specify your company's official Partner Name under Section 1 of the HOME
screen, exactly as you want it to appear on the SmartWay website.
For example, you may enter:
• ABC Company
• ABC Company, Inc.
Your company will be listed exactly as you've entered in Section 1. Therefore, it is important to pay
special attention to proper capitalization, abbreviations, annotations, and punctuation.
If you selected the auto-populate option please review the Partner Name as it appears on the
screen, revising it as necessary.
Data Requirements For Section 2: Enter Contact Information
The SmartWay Tool asks for:
• General company information such as location, web address, phone number, etc.
• A Working Contact-for any questions about your company's participation and Tool
submissions
• An Executive Contact-for participation in awards and recognition events
• A Sustainabilitv Contact (optional)- for information on company sustainability programs and
outreach
• Additional contacts (optional): Additional contacts may include anyone who is not the
Working, Executive, or Sustainability contact but may be involved with SmartWay (e.g.,
press/media contact, fleet manager,etc.).
Note that you MUST have at least two contacts listed in the contact information section of the Tool,
and the Working and Executive Contacts must be different, in order to proceed. SmartWay
4 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 company data; completing and updating the Tool itself; maintaining direct communication
with SmartWay; and keeping interested parties within the company apprised of relevant developments with SmartWay.) NOTE:
To ensure that emails from SmartWay/EPA are not blocked, new Working contacts may need to add SmartWay/EPA to their
preferred list of trusted sources.)
5 The Executive Contact is the company executive who is responsible for agreeing to the requirements in the SmartWay
Partnership 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.
6 The Sustainability Contact may be the same as the Working or Executive Contact, but not the same as any Other Contacts.
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recommends developing an internal succession plan to make sure that your Truck Carrier Tool
submission schedule is maintained, in the event that a Working Contact is reassigned, or leaves the
company for any reason.
If you selected the auto-populate option you still MUST review the Contact Information
summary screen that pops up upon completion of this step, and revise any entries on the
HOME screen as needed.
Da m Requirements For Section 3: Characterize Your Fleets
The Truck Carrier Tool tracks fleet-level operations. Most carriers will only need to create one fleet
If you have multiple fleets that can be hired by customers individually, you should create multiple
fleet records in the Tool and characterize their operations individually. You should not include
internal company fleet definitions or designations—only separate fleets as they would be identified
and hired by your customers.
There are five screens in the Fleet Characterization section of the Tool:
• Identify Fleets: For each fleet that a customer can hire, you will be asked to establish names
for each of your fleets. Each Fleet Name will begin with your Partner Name, and will include a
Fleet Identifier. Use a Fleet Identifier that is recognizable by yourcustomers.
• Fleet Details: You will need to confirm control of the fleet. "Control" means that you
operate/route the vehicles, regardless of ownership status, and you must confirm that you
have at least 95% control of the fleet to include it in the SmartWay Truck Carrier Tool. You
will also be asked to provide SCAC, MCN, DOT or NSC numbers (for fleet identification), and
define the fleet as "for-hire," "private," or "dedicated". If you have questions, please call the
SmartWay helpline at (734)-214-4767.
• Operation Categories: You will need to provide a reasonable estimate of the fleet's split
between truckload, less-than-truckload, drayage, package delivery, and expedited
operations.
• Body Types: You will need to provide a reasonable estimate of the fleet's split between
the following body types:
o Dry van
o Refrigerated (Reefer)7
o Flatbed
o Tanker
o Intermodal chassis containers (pooled and owned)
o Heavy/Bulk hauler
o Auto carriers
7 If you specify reefer body types in your fleet you must also provide your estimated reefer fuel use in the Activity section of the Tool.
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o Moving
o Utility8
o Special hauler (e.g., Hopper, Livestock, and other specialized carriers)
• SmartWav Category: The SmartWay Category designation for each of your fleets will be
shown on the fifth screen, based on your selections on the Operation and Body Type
screens. For example, SmartWay Categories include Truckload/Dry Van, LTL, Mixed, etc.
Your fleet's performance will be measured against other carriers with the same category
designation, so please ensure you have characterized your fleet correctly before proceeding.
Once you have defined your fleets, create the data entry forms for your fleet by selecting the
Create Fleet(s) button, available on the SmartWay Categories tab.
Data Requirements For Section 4: Fleet Data
In Section 4 of the Truck Carrier Tool, you will enter detailed activity and fuel consumption data
for each of the fleets you identified and characterized in Section 3.
General Information Screen Requirements
This screen asks you to provide information for six key indicators, including fuel types used.
Question 1 asks you to indicate your fleet's percent operation in the U.S. and Canada. Acceptable
metrics include miles, fuel consumption, or any reasonable quantitative means of allotting the
approximate percentage of operations in the two countries.
Next, you must select the fuel types found in this fleet in question 2. You will be asked to define all
fuels the fleet used from a list of:
a. Diesel/biodiesel: petroleum diesel and/or biodiesel made from any
renewable feedstock
b. Gasoline/Ethanol: conventional and reformulated gasoline, and 85% ethanol
(E85)
c. Liquefied Petroleum Gas (LPG): also known as LP Gas, Liquid Propane Gas, and
propane
d. Liquefied Natural Gas (LNG)
e. Compressed Natural Gas (CNG)
f. Electric: vehicles exclusively using battery electric power
8 The Utility category encompasses class 2b to 8b vehicles that do not carry typical commercial freight. Examples include garbage,
recycle, service, work, dump, landscape, cement, bucket, boom, ambulance, armored, fire, farm, wrecker and other similar trucks.
Because these trucks do not carry traditional freight payload, the user should self-define their payloads so as to make the
emissions per payload efficiency useful to the user. SmartWay will not use the emissions per payload results for the utility
category. Users may experience yellow or red warning labels on the Activity screen due to the unique nature of Utility "payload."
In the case of red alerts, simply input text defining your special conditions in the required text boxes that appear.
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g. Hybrid: vehicles with hybrid electric or hydraulic hybrid powertrains, using
either gasoline or diesel
NOTE: Once you check these boxes, the appropriate fuel type tab (along the top of the screen next
to the Genera! information tab) will become active. Please complete the screens for each fuel
type you select.
Question 3 asks you to determine your short-haul split vs. long-haul split. You will be
requested to estimate the percentage of your fleet's operations that are short haul or long haul.
A short haul is defined as any haul less than 200 miles; a long haul is defined as any haul in
excess of 200 miles. Percentages should be reasonable estimates.
In Question 4, you will be asked to indicate if you broker-out some portion of your company's
total freight volume, and if so, to specify what percent of your total loads shipped last year were
brokered. If you indicate that more than 5 percent of company's total freight volume is brokered
out, you will receive a warning that you should consider using the Logistics Carrier Tool or the
Multimodal Carrier Tool instead of the Truck Carrier Tool. You may choose to contact your
Partner Account Manager (PAM) or the SmartWay helpline if this occurs.
For Question 5, check to box if your fleet operates in the Northeast United States. This information
is voluntary and not required for Tool submittal. This question asks about your activities in the
Ozone Transport Commission (OTC) member states. The OTC is a multi-state organization created
under the Clean Air Act, responsible for advising EPA on transport issues and for developing and
implementing regional solutions to the ground-level ozone problem in the Northeast and Mid-Atlantic
regions. OTC member states include Connecticut, Delaware, the District of Columbia, Maine,
Maryland, Massachusetts, New Hampshire, New Jersey, New York, Pennsylvania, Rhode Island,
Vermont, and Virginia. If you operate in these states, please specify if you were asked to join
SmartWay by the OTC. If so, you should then indicate what percentage of your operation is based in
the OTC, what the percentage estimate is based on (miles, gallons, or other) and the percentage
value.
NOTE: For fleets categorized as Less-than-truckload/Drv Van, data for the average number of loads
per truck and weight per load are now required in Question 6. Pay close attention to how these
values are defined and estimated - the tool will validate these estimates by comparing them
against the pavload data entered later on the Activity screen.
Fuel-Specific Sections: Engine Model Year & Class, And Activity
Information Screens
This section looks at truck classes and engine model years. Under each fuel-type tab (Diesel, Gasoline,
LPG, LNG, CNG, Electric, and Hybrid) there are up to three screens requiring data inputs:
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1. the Engine Model Yc ass9 screen
2. the Activity Information screen
3. the PM Reduction screen will appear for diesel vehicles if_you specify diesel trucks with
pre- 2007 engines on the Engine Model Year & Class screen
To complete these screens, you will need to have the following data on hand
• the number of trucks in each fleet split out by engine model year and truckclass
• total miles by vehicle class
• revenue miles by vehicle class
• empty miles by vehicle class
• gallons of fuel used by vehicle class (or kWhrs for electrictrucks)
• payload information by class and body type (if available; if not, use the Payload Calculator
default ranges)
• average capacity volume by body type and truck class for straight trucks (if available; if not,
use the Volume Calculator defaults) or by trailer/container type for combinationtrucks
• average used cargo volume percent by truck class
• road type/speed category splits by truck class
• average idling hours (short duration and extended) per truck for all classes
• the number of trucks by class and engine model year for which you are using particulate
matter retrofit control device
9 For electric trucks, this screen is known as the "Motor Model Year and Class Screen".
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Step 2—Data Entry
Downloading The SmartWay Truck Carrier Tool
To download the SmartWay Truck Tool, visit: https://www.epa.gov/smartwav/smartway-truck-
carrier- partner-resources. Save the Tool in a folder on your hard drive; this folder should house
copies of your data and future updates.
How To Set Security Levels For The SmartWay Tools
In some cases, Microsoft Excel will ask you to adjust your security settings before opening the Tool.
Instructions should appear on your screen //you need to change your security settings before
running the Tool. The instructions differ depending upon what version of Excel you use (Excel 2003,
2007, 2010, 2013, or 2016).
If you need additional assistance with your security settings, download the guidance document
labeled "Truck Carrier Partner 2.0.16 Tool: Data Entry and Troubleshooting Guide.2016 Data Year-
United States Version" from https://www.epa.gov/smartwav/smartwav-truck-carrier-partner-
resources and review the screen-by-screen guidance in Part 1: Downloading and Setting Up the
Tool.
Entering Partner Name
Under Step 1 on the HOME screen:
1. Type your Partner Name EXACTLY as you would like it to appear on the SmartWay website
and in other EPA communications in the field as indicated.
2. Proceed to Section 2 to enter Contact Information.
Entering Conta ct Informa tion
Under the Partner Information tab:
SmartWay: Contact Information
X
Partner Information
Working Contact
Executive Contact
Sustajnability Contact
Other Contacts
Note: Use the Tabs at the top of the window to navigate between the 5 information screens
Each field marked with an asterisk must be filled out. You will not be
able to submit the Tool to SmartWay without this information.
1. Enter the Company address, phone numbers, and website (optional).
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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 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
4. Enter the Sustainability Contact name and title (optional).
The Sustainability Contact is the individual assigned responsibility for monitoring the
company's environmental performance. The Sustainability Contact may be the same as the
Working or Executive Contact (and specified by checking the "Same as" boxes in the
Sustainability Contact section), but cannot be the same as any Other Contact.
Under the Working Contact tab:
1 SmartWay: Contact Information
*
Partner Information
Executive Contact
Sustainability Contact
Other Contacts
—i
1. Enter the Working Contact information. If the Working Contact shares the same address as
the company, you may select the!
Use Partner Address
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 theright.
Under the Executive Contact tab:
SmartWay: Contact Information
X
Partner Information
Working Contact
Executive Contact
Sustajnability Contact
Other Contacts
i
1. Enter the Executive Contact information. If the Executive Contact shares thesame
button
address as the company, you may select the
to auto- populate the address section of this record.
Use Partner Address
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Under the Sustainability Contact tab:
SmartWay: Contact Information
X
Partner Information
Working Contact
Executive Contact
Sustajnabifity Contact
Other Contacts
1. Enter the Sustainability Contact information, if applicable. If the Sustainability Contact
shares thesame address as the company, you may select the
Use Partner Address
button to auto-populate the address section of this
record.
Under the Other Contacts tab:
P^rtaer JnlormAtiOw
WiH-fcing CdntACt
faeuitfM Contact
1. Enter Other Contacts (if applicable) by selecting the
when done.
2. Enter the first Other Contact then select
OK
Add New Contact
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.
the
Edit Selected Contact
button. You can remove an existing contact by highlighting
contact and then selecting
Delete Selected Contact
VALIDATE
SCREEN
To make sure you have filled out all required contact information, selec®*S«iii™ 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 isrequired.
Next select the
HOME
button to return to the Home screen and go to Step 3.
Completing The Identify Fleets Screen
1. On the Home screen, select the
Fleet Descriptions screens.
Fleet Description(s)
button to display the
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2. Confirm that the Partner Name that appears automatically is correct and appropriate for your
fleet. If not, make changes in the field under the heading "Partner Name."
3. Enter the "Fleet Identifier" for your first (or only) fleet. This field may be left blank if you only
have one fleet. In this case your final Fleet Name will simply be your Partner Name.
4. Enter additional fleets as needed:
Add Another Fleet
a. To enter another fleet, select th^fcailiiaiifllliiiM button.
b. To delete a fleet, select the box next to the row you wish to delete, and then selectthe
button.
Delete Checked Rows
c. Once you have confirmed or modified the Partner Name and specified the Fleet
Identifiers, the full Fleet Names will be displayed on the screen to the right, exactly how
they will be displayed on the SmartWay website.
5. To proceed, selectthe Fleet Details tab at the top, or select the
of the screen.
button at the bottom
6. Before moving on, a popup screen will appear asking you to verify that you are satisfied with
your fleet name(s).
SmartWay
X
O Please note that your Fleet Name(s) will appear on the SmartWay
website exactly as you have entered them here,
IMPORTANT: Remember that Fleet Names will automatically begin with
the Partner Name.
OK
7. Verify that the fleet name(s) show exactly what you want customers to find in the SmartWay
website and Carrier Data File.
8. Select OK to proceed to the next screen. You may return to this screen later to revise your
fleet name(s) if necessary.
Completing The Fleet Details Screen
1. For each fleet, if you control over 95% of the operation of the vehicles (weighted by miles) check
the box labeled "95+% Control."
2. Enter SCAC, MCN, DOT and/or NSC identifiers (optional) for each fleet listed. If you have a single
fleet that has multiple SCACs, enter all of them into the SCAC field, and separate them with
commas.
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• While it is not required to enter SCAC, MCN, DOT or NSC information for each fleet, it
will help shippers and logistics companies searching by those parameters in the
SmartWay database to easily find your fleet for inclusion in theirTool.
3. Select your Fleet Type (either "For-Hire," "Private," or "Dedicated") for each fleet listed.
4.
Select the
section.
button or select the Operation tab at the top to proceed to the next
Completing The Operation Screen
1. For each fleet identified, estimate the percentage of mileage each fleet spends in the five
defined operation categories and enter your estimates in the fields provided. Leave the field
blank if no mileage is associated with that operation category for that fleet. The percentages
for each fleet must sum to 100.
2. Select the
next section.
button or select the Body Types tab at the top to proceed to the
Completing The Body Types Screen
1. For each fleet, enter an estimate of the percentage of total vehicles associated with each body
type. The percentages specified can be approximate, based on vehicle populations. The
percentages for each fleet must sum to 100%.
Describe
NOTE: If you specify activity for Special Haulers, a —— 1 button will appear next to the cell entry.
You must select this button and provide a text description of your specialty haulers.
2. Select the ^ button or select the SmartWay Category tab at the top to proceed to
the next section.
Reviewing The SmartWay Category Screen
1. The SmartWay Category designation for each of your fleets is shown on this screen, based on
your selections on the Operation and Body Types screens. Your fleet's performance will be
measured against other carriers with the same category designation, so please ensure you have
characterized your fleet correctly before proceeding.
2. Once you are sure your Fleet Description information is input correctly, you may selectthe
I button at the bottom of the page. You will be prompted then to
confirm that you have identified all of your fleets. Return to the Identify Fleets screen if needed,
otherwise select
J and you will automatically be returned to the Home screen.
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Selecting A Fleet For Data Entry
1. Using your mouse, on the Home screen select and highlight the name of the fleet for which you
wish to enter data.
2. Double click the name; you will then be taken to the General Information data entry screen for
that fleet.
Completing The General Information Screen
1. Enter your percentage of operations in the U.S. and Canada.
• Inputting a value in one cell automatically populates the other cell to add up to 100.
2. Select the boxes for the fuel type(s) you use.
• Once you select these boxes, the appropriate fuel type tab (along the top of the screen
next to the General Information tab) will become active.
3. Enter your percentage short-haul vs. long-haul operations.
• Inputting a value in one cell automatically populates the other cell to add up to 100.
4. Select "Yes" or "No" indicating whether you broker-out some portion of your company's
total freight volume.
• If you select "Yes", enter the percent of your total loads shipped last year that
were brokered out.
5. Check the box if your fleet operates in Ozone Transport Commission (OTC) memberstates.
• If you operate in the OTC, select "Yes" or "No" indicating whether you have been asked
to join SmartWay by the OTC.
• Enter the percentage of your operation that is based in the OTC memberstates.
• Select Miles, Gallons, or Other to indicate what that percentage is based on. If you
select "Other", specify your response in the space provided.
• Enter the value for the item you indicated that your percentage was based on
(miles, gallons, or other).
6. If your fleet is categorized as Less than Truckload, enter the average number of loads and average
weight per load for the fleet. Your estimates will be validated against the truck class-specific
payload information you enter on the Activity screen(s).
VALIDATE
SCREEN
7. Select the button to make sure you have filled out everything on this screen properly.
8. Select
or select the next available fuel tab at the top to begin entering fuel and
activity data for this fleet.
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Completing The Engine Model Year & Class Screen
***NOTE: The following guidance will use the Diesel Fuel sections as an example.
Similar procedures are followed for all other fuel types.***
Select the boxes at the top (i.e., 2b, 3, 4, 5, 6, 7, 8a, 8b) for each of the truck classes you
operate in this fleet.
Input the number of vehicles you have in each class, specifying the corresponding engine
years (rather than the tractor model years).
1. Use the scroll bar to the right if you need to enter information for older model years.
Select the box at the bottom of the screen to hide any unused truck classes if you wish.
2. Select ^ or select the Activity Information tab at top of the screen to proceed
to the next section.
a. Before leaving the Engine Model Year & Class screen, you will be prompted to
confirm the accuracy of your model year and truck class selections.
Note: You may review previous years' selections by selecting the Year-to-Year Comparison
Report on the Home screen.
Completing The Activity Information Screen
1. Enter the exact value for total miles driven collectively by this fleet by vehicle class. Include all
out- of-route, positioning, empty, and other miles driven.
2. Enter the exact value for the revenue miles—the number of miles your fleet drove that
were charged to a customer account.
3. Enter the exact value for the total number of empty miles traveled by yourfleet.
4. Enter the exact value for all the gallons of fuel used by your fleet in the past 12-month
reporting period, including any gallons with biofuels (biodiesel for diesel vehicles, ethanol for
gasoline vehicles).
5. If you specified any use of reefer body types under the Fleet Characterization section, the
Refrigeration & Heating Unit Fuel
Consumption
I button will appear. Select this button and provide your best estimate of
your reefer fuel use in gallons for each truck class. Diesel, LPG, LNG, CNG, and electric trucks are
assumed to use diesel reefers, and gasoline trucks to use gasoline reefers. Enter zero for any truck
classes/fuel types that do not utilize reefer units. If you do not know your reefer fuel use atthe
truck class level you may enter a total value which will be distributed across your truck classes
proportional to your vehicle fuel consumption entries.
NOTE: On the Electric Vehicle Activity screen, "fuel inputs" are expressed in kWhrs rather than gallons.
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Completing The Fuel Allocator Worksheet
Allocate Diesel Using class MPG
1. Select the
2. Enter total gallons of diesel for all truckclasses.
3. Enter MPG estimates for each truck class.
button on the Activity Information screen.
4. If "Match" appears in blue next to the "Calculated Gallons Used"field, select |
5. If "No Match" appears in red next to the "Calculated Gallons Used" field, adjust the MPG values as
necessary to get a match, and then select |
Completing The Biodiesel Blend Worksheet
If this fleet has used biodiesel, select the button and specify your biodiesel volumes
by blend level in the Biodiesel Blend Worksheet.
1. For each of the blends used by your fleet, enter the appropriate number of gallons used.
2. Select
Entering Data In The Payload Calculator
1. Enter your average payloads into the Tool for each truck class by selecting the
button.
2. Under Step 1 select your activity Allocation Method.
3. Select your Units, from the drop-down.
4. Under Step 2 select the box(es) next to the body types used in this Truck Class. Note that some
body type selections may be unavailable based on the body type(s) selected in the Fleet
Description(s) section of the Tool.
5. For each body type selected, enter the activity associated with this body type.
6. For each body type selected, use the drop-down to select a range, or preferably, enter a precise
estimate OR the exact payload if available. Make sure to include any pallet and packaging
weight in your payload estimates.
7. Validate the screen to determine if there are any errors to correct; if yes, correct the errors
and/or
ADD
COMMENTS
8. Enter comments using theBa"l™lul,a— button to explain your data inputs.
9. Select to perform a final validation check and return to the Activity Information screen
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Entering Data In The Average Capacity Volume Calculator
For truck classes 8a and 8b follow these steps:
1. Select the button to open the Volume Calculator screen.
2. Under Step 1 select one of the three reporting basis options using the radio checkboxes.
3. Under Step 2 enter the requested metrics for the trailers, containers, tankers, bulk carrier, or
other trailers used in this truck class.
4. Select to return to the Activity Information Screen.
For truck classes 2b through 7, follow these steps:
Volume Calculator
1. Select to open the Volume Calculator screen.
2. Under Step 1 select your activity Allocation Method.
3. Select your Units, from the drop-down.
4. Under Step 2 select the box(es) next to the body types used in this Truck Class. Note that some
body type selections may be unavailable based on the body type(s) selected in the Fleet
Description(s) section of the Tool.
5. For each body type selected, enter the activity associated with this bodytype.
6. For each body type selected, use the drop-down to select the default average volume OR enter
the exact volume if available.
7. Validate the screen to determine if there are any errors to correct; if yes, correct the errors
and/or enter comments using the
ADD
COMMENTS
button to explain your data inputs.
8. Select I
to perform a final validation check and return to the Activity Information screen.
Entering Average Used Cargo Volume %
1. If you specified drayage activity under the Operation Types screen, and you do not know the
cargo volume use in your containers, you may select in which case the industry
average capacity utilization value will be auto-populated foryou.
2. Otherwise enter your estimate for average cargo volume use in percent for each truckclass.
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Completing The Road Type/Speed Category Section
1. For each truck class, select the
Categories" box.
Enter Speeds
button to open the ""Road Type/Speed
2. Enter the requested metrics for Highway or Rural Driving and Urban Driving for each of the
speeds listed (if applicable). If you only know Highway or Rural driving, you can select the box
next to "Populate the urban driving fields with default values" to complete thescreen.
3. Select I
I to return to the Activity Information screen.
Entering Data In The Idling Hours Calculator
1. Select thd
Idling Hours Calculator (All Classes)
button to open the Idle Hours Calculator.
2. Enter daily long-duration idling hours per truck, daily short-duration idle hours per truck,
and average days in service per year for each vehicle class represented in thisfleet.
3. Select I
I to return to the Activity Information Screen.
Completing The Pm Reduction Screen
1. Select the "PM Reduction" box at the top of the screen if your fleet employs particulate
matter reduction technologies on pre-2007 engines. If your fleet does not employ such
devices you may select
to proceed. Otherwise continue with the following steps.
2. Select the radio button next to a device (DOC, CCV, or PM trap) you have used for yourfleet.
3. Enter the number of trucks equipped with the device by engine (not vehicle) model year.
4. If other devices have been used with this fleet, select the radio box(es) next to each device
and enter the number of trucks equipped with the device by engine (not vehicle) model
year.
5. When done, select
HOME
VALIDATE
SCREEN
to make sure you have filled out everything properly on thisscreen.
6. Select to return to the Home screen or select
fuel type, or the Data Sources screen.
to proceed to the next
If you have finished entering data for this fuel type, select the tab for the next fuel type and complete
the screens as indicated above. Otherwise proceed to the Data Sources screen.
35 | P a g e
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Completing The Data Sources Screen
Once you have completed entering the activity data for all fuel types you must proceed to the Data
Sources screen. You will see four spaces to specify your data sources for total miles driven, gallons
of fuel used (including biofuel and reefer), average payload (cargo weight only), and other data .
sources (including capacity utilization, idle hours, and road type/speed distribution). Select the _?J
buttons next to each section for descriptions and examples showing comments types of information
and the requisite level of detail you should provide. After completing the four data source sections,
if your data sources
are the same across all your fleets, to copy the data
sources currently on screen to all your other existing fleets. This will overwrite any information you
have specified for your other fleets' data sources EXCEPT for fleets where you have checked the box
to indicate that data sources are for that fleet only. You may select
Apply these data sources to all fleets
any time you want after making changes on this screen to apply changes to other fleets. If you select
the checkbox at the top of the screen to user data sources for this fleet only, this will prevent the
information you enter on the data sources screen from being overwritten if you later select
Apply these data sources to all fleets
I while entering data for another fleet. For instance, if you
have four fleets and you have checked this box for your first fleet bout not the others, when entering
data for
Apply these data sources to all fleets
your second fleet if you select the data sources for your
second fleet will be copied to your third and fourth fleets, but your first fleet's data sources will not
be updated.
VALIDATE
SCREEN
When finished select
return to the Home Screen.
HOME
to identify and address potential errors, and then select I
***Once you've reviewed these sections, you will be ready to submit your Tool to EPA.***
to
Next Steps
If you have finished inputing data for all of your fuel types, select
screen and follow the instructions to submit your Tool to EPA.
HOME
to return to the HOME
REMEMBER: *** If additional fuel types are represented in this fleet, you must complete the
Engine Model Year & Class and Activity Information screens for each of the fuel types you operate.
Submitting Your Tool To EPA
1. Select the I
Generate a (.xml) data file
Iwhich will open a new screen.
36 | P a g e
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2.
Select the checkbox to indicate you understand the terms of the SmartWay
Partnership Agreement once again.
3. When ready, select
to create a file with the following naming
convention: Truck_PartnerName_ Year_ VO.xml10
For example, Truck_ABCompany_ 2017 _V0.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.
4. Next specify the folder where you would like to save the .xml file, and a screen will appear.
5. Follow these instructions for submitting your .xml and .xls files to SmartWay. Note that the
.xml file is approximately 10 times smaller than the .xlsfile.
6. Upon selecting
, a screen will appear that allows you to close the TruckCarrier
Tool or return to the Home screen.
• NOTE: DO NOT ZIP the .xls and .xml files. Send them to EPA as normal files
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 FILES.
Please visit https://www.epa.gov/smartwav/smartway-truck-carrier-partner-resources for
additional resources, including printable data collection worksheets, and technical
documentation, for more in depth exploration of each section of the Truck Carrier Tool.
10 If you create the XML file multiple times the file name will increment each time (e.g., Truck_ABCompany_2016_Vl.XML for
the second iteration, etc.
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Step 3 - Results and Summary Reports
The View Your Data Reports section gives you access to 12 reports to help you understand your
data and use it to make better performance decisions. You can access these reports by selecting
View Your Data Reports
Internal Metrics
at the bottom of the Home screen.
Please select the report you would like to view:
Estimates the C02, NOx, and PM emissions for your fleets. You can view these
estimates based on truck classr fuel type, or fleet.
fleet Description (s)
General Information
Truck Counts
Activity Information
Reefer Fuel Consumption
PM Reduction Strategies
Comments
Out of Range
Data Sources
Displays all of the data you entered in the Fleet Description(s) section.
Displays a I
Displays a
Displays a I
Displays a
section.
Displays a
Displays a I
Displays a I
range.
of the data you entered in the General Information section.
of the data you entered in the Engine Model & Year section.
of the data you entered in the Activity Information section.
of the data you entered in the Reefer Fuel screen in the Activity Info
of the data you entered in the PM Reduction section.
of the comments that have been entered throughout the tool.
of the values throughout the Tool that were not within the expected
Displays all of the data source information you provided throughout the Tool.
Give Its Feedback
Displays the feedback and suggestions you provided in Step 5.
Public Disclosure Report
Displays the Scope 1, Scope 2, biogenic and non-carbon emissions.
The Year-to-Year Comparison Report allows you to compare the fleet characteristics, activity values,
and performance metrics from your current reporting year with your prior reporting year. This report
is particularly helpful in identifying any changes that may have occurred since your last reporting
period, determining trends in activity and performance, and performing general quality assurance of
the inputs use for your current Tool. You can access this report by selecting
Review your Year-to-Year Performance
at the bottom of the Home screen.
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The Feedback section allows you to provide EPA with general feedback regarding the SmartWay
program. This information is optional and is not required in order to submit your Truck Carrier Tool
data to EPA. Selecting the button under item #5 on the Home screen will
open this form.
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APPENDIX: WORKSHEETS FOR DATA COLLECTION
Worksheet #/; Contact Information
#1. Enter your Contact Information:
General Company Contact Information
Company Name
Headquarters
Mailing Address
City
State/Province
Zip Country
Main Phone
Number
Toll-free Number
Cell
number
Web Address
Working Contact Information
Working Contact Name
Working Contact Mailing
Address
City
State/Province
Zip Country
Working Contact Phone
Number
Email
Address
Executive Contact Information
Executive Contact Name
Executive Contact
Address
City
State/Province
Zip Country
Executive Contact Phone
Number
Email
Address
Sustainability Contact Information
Sustainability Contact
Name
Sustainability Contact
Address
City
State/Province
Zip Country
Sustainability Contact
Number
Email
Address
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Other Contact Information
Other Contact Name
Other Contact Mailing
Address
City
State/Province
Zip Country
Other Contact Phone
Number
Email
Address
Contact's role in program
Worksheet #2: Fleet Characteriza t/on
Complete this worksheet for each fleet vou will be submitting in the Truck Carrier Tool.
Specify Fleet Name: This will be a combination of your Partner Name and a Fleet Identifier you
create.
Use a Fleet Identifier that a company hiring your fleet would recognize. Enter it exactly
as it should appear on the SmartWay website:
Partner Name
Fleet Identifier (suffix)
95% Control SCAC: MCN: DOT #: NSC:
FLEET TYPE: (for hire, private, dedicated)
Operation Category Percentages (must sum to 100):
Truckload LTL Drayage Package Delivery Expedited Body Type
Percentages (must sum to 100):
Dry Van Reefer Flatbed Tanker Chassis
Heavy-Bulk Auto Carrier Moving Utility Special Hauler
If Special Hauler is selected, please describe type:
41 |
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Worksheet#3: General Fleet Informa tion
Complete this worksheet for each fleet vou will be submitting in the Truck Carrier Tool.
% of fleet operation in the United States:.
% of fleet operation in Canada:
Long- versus Short-haul split (%): Short Haul Long Haul
Types of Fuel Used:
diesel/biodiesel gasoline/ethanol propane (LPG)
liquefied natural gas (LNG) compressed natural gas (CNG)
electric hybrid electric
frJiocol /I i n
Do you broker-out some portion of your company's total freight volume? YES NO
What percent of your total loads shipped last year were brokered? %
Does your fleet operate in the Northeast United States? YES NO
Have you been asked to join SmartWay by the YES NO
OTC?
What percentage of your operation is based in the OTC? %
What is this percentage based on? Miles Gallons Other_
Enter amount:
For Less than Truckload Fleets -
Average Number of loads per truck:.
Average weight per load (lbs):
42 |
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Worksheet #4a : Model Year & Class Informa tion
NOTE: Print multiple copies of this worksheet to gather data for each fuel type within each fleet.
Fleet Name; Fuel Type:
Engine Model Year(s) and Class(es):
Class 2b
8,501-10,000
Class 3
10,001-14,000
Class 4
14,001-16,000
Class 5
16,001-19,500
Class 6
19,501-26,000
Class 7
26,001-33,000
Class 8a
33,001-60,000
Class 8b
60,001 & above
w
ENGINE
MODEL
YEAR
2B
8A
8B
2019
2018
2017
2016
2015
2014
2013
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Class 2b
8,501-10,000
Class 3
10,001-14,000
Class 4
14,001-16,000
Class 5
16,001-19,500
Class 6
19,501-26,000
Class 7
26,001-33,000
Class 8a
33,001-60,000
Class 8b
60,001 & above
w>
pm\
-9
ENGINE
MODEL
YEAR
2B
3
4
5
6
7
SA
8B
2012
2011
2010
2009
2008
2007
2006
2005
2004
2003
2002
2001
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Class 2b
8,501-10,000
Class 3
10,001-14,000
Class 4
14,001-16,000
Class 5
16,001-19,500
Class 6
19,501-26,000
Class 7
26,001-33,000
Class 8a
33,001-60,000
Class 8b
60,001 & above
w>
pm\
-9
ENGINE
MODEL
YEAR
2B
3
4
5
6
7
SA
8B
2000
1999
1998
1997
1996
1995
1994
1993
1992
1991
1990
1989
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Class 2b
8,501-10,000
Class 3
10,001-14,000
Class 4
14,001-16,000
Class 5
16,001-19,500
Class 6
19,501-26,000
Class 7
26,001-33,000
Class Qa
33,001-60,000
Class 8b
60,001 & above
ENGINE
MODEL
YEAR
2B
8A
8B
1988
Pre-1988
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Worksheet Mb: Activity Da ta Sources And Informa t/on
Please read the guidance provided below to ensure you are providing data source
descriptions at an appropriate level of detail in your tool submission. Then, you may then use
the following worksheet to prepare for entering your data source descriptions into the Tool.
Total Miles Driven:
Describe the basis for your total miles estimates, including relevant details about your Dispatching
Software, Transportation Management System, ECM data recorders, or other systems used to collect
and validate this data. Do NOT simply enter "Driver" or "AS-400," for example, without additional
details.
Examples are provided below for guidance demonstrating good practices and the desired level of detail.
"TMS data are collected for every trip with point to point mileage determined by GPS. The driver is
required to key in start and end data for each trip into their handheld dispatch screen. For drivers
that do not enter their data, a dispatch reconciliation process is conducted by the Dispatch
Supervisor and keyed in before the trip is submitted for IFTA fuel tax calculations and payroll.
Recorded start and end data are checked against driver logs on a trip-specific basis (by month) to
ensure no mileage is missed. Total Mileage data from the two systems is reconciled to within a
variance of less than 0.0005%."
"Miles were generated by ALK PC Miler software and stored in our TMS system (TMW) for each trip.
Software miles were reconciled to IFTA miles compiled from GPS satellite data on company trucks,
and manual trip sheets based on odometer readings submitted by owner operators."
"We use GPS scanners carried by each driver that maps their location throughout the day. The GPS
system is provided by e-Courier, and is connected to our dispatching screens and a dispatching
program also provided by e-Courier. We also have a second GPS mapping system with the device hot
wired into each vehicle. The mileage totals from this system are used as an independent check
against the e- Courier totals."
Gallons of Fuel Used:
Describe the basis for your total fuel use estimates, including relevant details about your Dispatching
Software, Transportation Management System, ECM data recorders, or other systems used to collect
and validate this data. Do NOT simply enter "comdata" or "daily log," for example, without additional
details. Examples are provided below for guidance demonstrating good practices and the desired level
of detail.
"All trucks are equipped with QualComm systems for electronic fuel/mileage reporting via the ECM.
We run an annual report for the calendar year from our AS400 system where all data is recorded and
maintained to report all mileages and fuel usage at the individual truck and trip level."
47 | P a g e
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"All gallons are purchased via Electronic Funds Source (EFS). Each month fuel purchases are pulled
and saved in IFTA files. The gallons are uploaded into our Turnpike XATA/Omnitracs management
systems. Any gallons not purchased via EFS are determined based on miles per gallon averages and
miles travelled estimates."
"We have two methods for tracking gallons of fuel used including paper receipts obtained at the
pump when the driver refuels, and through devices integrated with the ECM of each vehicle
(managed by Fleetmatics)."
"Exact fuel usage and mileage data is available for our main terminal; our other two terminals use
manual fuel logs. The MPG estimates based on data from the main terminal is extrapolated to the
entire fleet (based on total mileage) to arrive at our total fuel consumption estimate."
Average Payload:
Describe the basis for your average payload estimates, including relevant details about the systems
used to collect and validate this data. Do NOT simply enter "company records" or "AS-400," for
example, without additional details. Examples are provided below for guidance demonstrating good
practices and the desired level of detail.
"We ran a detail revenue report including freight weights obtained from bills of lading, and our land
analysis report (showing the precise number of loads over the calendar year). We then took the total
weight for the year and divided by the total number of loads and converted to tons to calculate
average payload per load."
"Our cargo is comprised of 85% heavy equipment and 15% industrial machinery (typically "one-off",
specially manufactured items), using a mix of body types (dry van, flatbed, and heavy haulers). For
each load transported, our employees obtain the weight of the cargo hauled via one of 3 methods: 1)
For heavy equipment, we consult the equipment manufacturer's specifications to determine the
approximate weight of the cargo. This data provides a precise estimate. 2) For industrial machinery,
we are provided with the specifications of the cargo by the manufacturer. Because the cargo
transported typically is a "one-off" item, the manufacturer knows the exact weight of the cargo
based on the materials used. This method provides an exact value. 3) In the absence of any other
source, we weigh the load at a CAT scale and subtract the estimated weight of the tractor and trailer
to obtain the weight of the cargo. This method is used to select a range from the payload calculator.
For body types that involve a mix of these methods, the most appropriate range from the payload
calculator is selected."
Other Data:
Describe the basis for your other data estimates, including idle hours, capacity utilization, and
road/speed distributions. Provide relevant details about the systems used to collect and validate this
data. Do NOT simply enter "ECM" or "daily log," for example, without additional details. Examples are
provided below for guidance demonstrating good practices and the desired level of detail.
48 |
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Capacity Utilization: "We use Appian routing and load building software. This software estimates the
load capacity per trailer and optimal utilization for each load. The majority of our loads are regional
and local delivers that may not always allow for 100% capacity due to add-ons and delivery windows.
Average capacity for the fleet was based on a sample of typical loads as calculated by the software."
Idle Hours: "We used our dispatch software to report the number of loads per day and over the year
to estimate total idle time during truck wash/load/unload periods. We then adjusted the idle time
estimates for use of customer pumps when unloading, and for facilities with "no idle" policies (where
applicable), reducing idle time accordingly."
Road Type/Speed Distributions: "Most of the loads in this fleet are hauled to facilities located outside
urban cores, and directly off the highway or freeway. Using GPS records we determined that we
drive approximately six "urban" (non-highway) miles for every load hauled by looking at the most
common locations we load/unload, and measuring the distance from the facilities to the highway or
freeway. We then retrieved the number of loads transported by the fleet using dispatch software
reports, and multiplied the number of loads by six to estimate the number of urban miles. Then we
divided the number of urban miles by the total number of miles driven by this fleet to calculate the
percent split between urban and highway miles. Urban speed range splits were based on a sampling
of ECM data throughout the year, excluding data points greater than 50 mph (assumed to be
highway operation)."
49 |
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Data Sources - complete the page below for each fleet:
Total Miles Driven
Gallons of Fuel Used (incl. Reefer and Biofuel - biodiesel or ethanol)
Average Payload (tons or pounds - circle one) Cargo Weight Only
Other Data Sources
50 |
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Activity Data by Truck Class
2B
3
4
5
6
7
8A
8B
Total Miles Driven (exact values)
Revenue Miles Driven (exact values)
Empty Miles Driven (exact values)
Gallons of Fuel used, including biofuels and
Reefer used (exact values)
Average Cargo Volume Use % (excluding
empty miles)
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Worksheet#4c: Activity - B/od/esel And Ethanol Blends {If Applicable)
For each of the biodiesel blends used by your fleet, note the appropriate number of gallons used.
B1
B21
B41
B61
B81
B2
B22
B42
B62
B82
B3
B23
B43
B63
B83
B4
B24
B44
B64
B84
B5
B25
B45
B65
B85
B6
B26
B46
B66
B86
B7
B27
B47
B67
B87
B8
B28
B48
B68
B88
B9
B29
B49
B69
B89
BIO
B30
B50
B70
B90
Bll
B31
B51
B71
B91
B12
B32
B52
B72
B92
B13
B33
B53
B73
B93
B14
B34
B54
B74
B94
B15
B35
B55
B75
B95
B16
B36
B56
B76
B96
B17
B37
B57
B77
B97
B18
B38
B58
B78
B98
B19
B39
B59
B79
B99
B20
B40
B60
B80
B100
Actual ethanol usage figures:
Blend percentage:
Total Gallons Used
E85
52 |
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Worksheet#4d: Pa ylpad And Volume (P. 1 of 12}
To determine average payload for the entire fleet you will need to select an allocation method to
determine the amount each truck class/vehicle type contributes to the overall total. Four allocation
methods are provided, listed from most preferred to least preferred. You will also need to specify the
data source(s) used to develop your estimates, and select the units for Payload (short tons or pounds)
and Volume (cubic feet or TEU).
53 | P a g e
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Worksheet #4d: Class 2b—Payload And Volume (P. 2 of 12)
Select allocation method
# of miles
# of trips
% of operation
# of vehicles
for this class (circle one):
Select payload unit (circle one): Tons Pounds
Select volume unit (circle one): Cubic Ft FEU
Vehicle
Class
Vehicle Type
Allocation factor (#
miles, trips, etc.)
Average
Payload
Average Volume
2B
jri
Flatbed
2B
2B
lr
2B
toiv.enticial v»«
2B
y
m
OTHER
54 |
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Worksheet #4d: Class 3—Payload And Volume (P. 3 of 12)
Select allocation method
# of miles
# of trips
% of operation
# of vehicles
for this class (circle one):
Select payload unit (circle one): Tons Pounds
Select volume unit (circle one): Cubic Ft FEU
Vehicle
Class
Vehicle Type
Allocation factor (#
miles, trips, etc.)
Average
Payload
Average
Volume
3
3
vVa'i. In
3
jjn.'WKic"!*! tar
3
y
•
OTHER
55 |
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Worksheet #4d: Class 4—Payload And Volume (P. 4 of 12)
Select allocation method
# of miles
# of trips
% of operation
# of vehicles
for this class (circle one):
Select payload unit (circle one): Tons Pounds
Select volume unit (circle one): Cubic Ft TEU
Vehicle
Class
Vehicle Type
Allocation factor (#
miles, trips, etc.)
Average
Payload
Average Volume
4
kirn
-w—
Flatbed
4
Map rjio
4
lapjje walk-in
4
Cori.^micr.alvaf
4
o
H
m
ZD
56 |
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Worksheet #4d: Class 5—Payload And Volume (P. 5 of 12)
Select allocation method
# of miles
# of trips
% of operation
# of vehicles
for this class (circle one):
Select payload unit (circle one): Tons Pounds
Select volume unit (circle one): Cubic Ft FEU
Vehicle
Class
Vehicle Type
Allocation factor (#
miles, trips, etc.)
Average
Payload
Average
Volume
5
la'-ne .'>!»'k-tr.
5
'.OliislltlL til Viit
5
*
•
OTHER
57 |
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Worksheet #4d: Class &—Payload And Volume (P. 6 of 12)
Select allocation method
# of miles
# of trips
% of operation
# of vehicles
for this class (circle one):
Select payload unit (circle one): Tons Pounds
Select volume unit (circle one): Cubic Ft TEU
Vehicle
Class
Vehicle Type
Allocation factor (#
miles, trips, etc.)
Average
Payload
Average
Volume
6
— JHJp,
Flatbed
6
Reefer
6
ipitb
Latgewslk-K
6
6
*
•
OTHER
58 |
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Worksheet#4d: Class 7Straight Trucks—Pa yload And Volume (P. 7of
Select allocation method
# of miles
# of trips
% of operation
# of vehicles
for this class (circle one):
Select payload unit (circle one): Tons Pounds
Select volume unit (circle one): Cubic Ft TEU
Vehicle
Class
Vehicle Type
Allocation factor (#
miles, trips, etc.)
Average
Payload
Average
Volume
7
k* V» I
7
Flitted
7
Re afar
7
Tanker
7
|p|^
2ino^ ,jn
7
•
OTHER
59 |
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Worksheet #4d: Class 7 Combination Trucks—Payload And Volume (P. 8
OF 12J
Select allocation method
# of miles
# of trips
% of operation
# of vehicles
for this class (circle one):
Select payload unit (circle one): Tons Pounds
Select volume unit (circle one): Cubic Ft TEU
Vehicle
Class
Vehicle Type
Allocation factor (#
miles, trips, etc.)
Average
Payload
Average
Volume
7
-WW
Combination
Flatbed
7
Combination
Reefer
7
1"UU
Dry Van - Single
7
•
OTHER
60 |
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Worksheet#4d: Class8a Straight Trucks—PayloadAnd Volume
(P. 9 OF 12}
Select allocation method
# of miles
# of trips
% of operation
# of vehicles
for this class (circle one):
Select payload unit (circle one): Tons Pounds
Vehicle
Class
Vehicle Type
Allocation
factor (# miles,
trips, etc.)
Average
Payload
8A
Flatbed
8A
¦¦la.
Tanker
8A
8A
Realm
8A
*
•
OTHER
61 |
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WorksheetMd: Class8a Combination Trucks—PayloadAnd Volume fP.
10 OF 12}
Select allocation method
# of miles
# of trips
% of operation
# of vehicles
for this class (circle one):
Select payload unit (circle one): Tons Pounds
Vehicle
Class
Vehicle Type
Allocation
factor (# miles,
trips, etc.)
Average Payload
8A
VK
8A
Combination
Flatbed
8A
Dry Van - Single
8A
Combination
Reefer
8A
Auto Carriers
Will
"yfil
Chassis
8A
8A
8A
•
OTHER
62 |
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Worksheet#4d: Class8b Combination Trucks—PayloadAnd Volume fP.
11 OF 12}
Select allocation method
# of miles
# of trips
% of operation
# of vehicles
for this class (circle one):
Select payload unit (circle one): Tons Pounds
Vehicle
Class
Vehicle Type
Allocation
factor(#
miles, trips,
etr.l
Average
Payload
Vehicle Type
Allocation
factor (#
miles,
trips, etc.)
Average
Payload
8B
Dry Van - Single
Auto Carriers
8B
Dry Van - Double
Heavy/Btdc
8B
Dry Van - Triple
******
8B
Combination
Reefer
?
OTHER
8B
Combination
Flatbed
8B
Combination
Tanker
8B
UllllIlUDfc.
Chassis
8B
Specialty Hauler
63 |
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Worksheet#4d: Volume—PayloadAm Volume fP, 12of 12}
The volume worksheet for Class 8A/B reflects a range of standard trailer and container
configurations. This worksheet will help you prepare for completing the worksheet in
the Truck Carrier Tool.
Please specify your data source:
Please specify your reporting basis:
Percent Usage Number of Truckloads/Year Number of Trailers
Enter the numbers by type of trailer or container; the Tool will calculate a fleet-average volume:
Trailer
Size-
Box,
Reefer.
Percentage/
#
Truckloads/
# Trailers
Container Size
Percentage/
#
Truckloads/
# Trailers
Other Trailers (e.g., low-boy,
drop deck flatbed, etc.)
20 ft
20 ft
Cubic Feet per Truck
40 ft
40 ft
Number/Percent
42 ft
45 ft
45 ft
48 ft
Auto Carriers
48 ft
53 ft
Number/Percent
53 ft
Avg. # Vehicles/trailer
57 ft
Bulk Carrier Size
28 + 28
Large (42" X 8.5" X 11.5")
Liquid Tanker Size
40 + 40
Medium (32" X 8" X 11")
Large (7,500+ gallons)
48 + 28
Small (22" X 8" X 10.25")
Medium (3,001-7,499
gallons)
48 + 48
Small (3,000 and
under gallons)
28 + 28 + 28
Specialty Hauler
Cubic Feet per Truck
Number/Percent
64 |
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Worksheet Me: Road Type/Speed Pis tr/but/on And Idle Hours Worksheet
2B
3
4
5
6
7
8B
8B
ROAD TYPE /SPEED
DISTRIBUTION
% Highway vs. Rural Driving
% Urban Driving Under 25 mph
% Urban Driving 25 to 50 mph
% Urban Driving 50 mph+
AVERAGE DAILY IDLE HOURS
PER TRUCK
Daily Long Duration Idle Hours
Per Truck
Daily Short Duration Idle Hours
Per Truck
Average Days in Service Per
Truck Per Year
65 I P a g e
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Worksheet #4f: Diesel Pm Control Worksheet
Trucks with PM Controls by truck class - Note # of trucks by control type (CCV, DOC, PM Trap)
ENGINE MODEL YEAR
2B
3
4
5
6
7
8A
8B
2006
2005
2004
2003
2002
2001
2000
1999
1998
1997
1996
1995
1994
1993
1992
1991
1990
1989
1988
Pre-1988
66 |
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