NRCan Fleet Energy Assessment Criteria and Guidelines
The following information must be provided in ALL Fleet Energy Assessments. This information applies to both third-party assessments and self-assessments.
- Basic Fleet Assessments (third-party assessments or self-assessments) must include sections 1 to 3.
- Enhanced Fleet Assessments must include sections 1 to 4.
Section 1 – General fleet information
a) Fleet profile
| Fleet Profile Criteria | Example |
|---|---|
| Fleet Name | ABC Trucking |
| Headquarters address | 123 Freight Way Anytown, ON K1Z 1A1 |
| Operations address (if different from Headquarters) | |
| Lead Contact name/title | John Doe, VP Maintenance |
| Contact email | john@abctrucking.ca |
| Contact phone | (613) 888-1234 |
| Age of Company (in years) | 27 years |
| Operation (TL, Mixed, Expedited) | For hire/dry van |
| Ownership (Private/Dedicated/For-hire) | Privately held |
b) Description of fleet
Assessment must describe all vehicles (trucks/tractors) and trailers that comprise the fleet. The following tables list the criteria that should be included in the assessment.
| Trucks/TractorsFootnote 1 Criteria | Fleet 1 (Example) |
Fleet 2 (Example) |
Fleet 3 |
|---|---|---|---|
| Gross Vehicle Weight (GVW) Class | 8 | 8 | … |
| Vehicle Type | Day cab tractor | Day cab tractor | |
| Fuel type | CNG | Diesel | |
| Duty cycleFootnote 2 | Regional-haul | Regional-haul | |
| Number of trucks/tractors in that fleet | 35 | 23 | |
| Average age (years) | 2.3 | 4.9 | |
| Percent of units equipped with telematicsFootnote 3 | 100% | 100% | |
| Trailer Criteria | |||
| GVW Class | 8 | ||
| Trailer type | Refrigerated | ||
| Number of units | 150 | ||
| Average age (years) | 8.7 | ||
| Percent of units equipped with telematics | 0% |
Section 2 – Technology investment details
a) Previous fuel saving/GHG reduction investments (if applicable)
Assessment must list projects the fleet has previously undertaken (if any), including small-scale trials for new technologies. The following table lists the information that must be provided. This section should not include projects for which funding is being requested in this application.
| Previous Investments Criteria (if applicable) | Investment 1 (Example) | Investment 2 (Example) |
|---|---|---|
| Technology | Trailer skirts | SmartWay low-rolling resistance tires |
| Number of units on which the technology is installed | 5 trailers | 55 tractors |
| Year of investment | 2019 | 2007-ongoing |
| Estimated fuel savings (%) | 4% | 2% |
| Estimated annual savings ($) | 900 litres/$3,600 | 4,300 litres/$81,000 |
| Investment ($) | $10,000 | No incremental cost |
| Notes (optional) | Retrofitted to existing trailers, trial completed in 2018 | Only purchase Smartway LRR tires |
b) Technologies being considered
Assessments must list all the technologies your fleet is considering for new investments as per the example table below.
This information must be included in the assessment report.
| Type | Technology | Number of devices | Resources consulted |
|---|---|---|---|
| Device type (Example 1) | Electric APU | Day cab tractor new | OEM dealer, published studies |
| Device type (Example 2) | Trailer skirts | Retrofit rest of trailers with at least 5 years of remaining service life | Vendor sales, NACFE |
Section 3 – Data analysis
a) Retrofit summary
Assessments must provide a summary of the fuel reducing investments that the company is looking to undertake. Please provide summary information about the retrofits that the company will be investing in as per the table below:
| Project Information Criteria | Project 1 (Example) |
|---|---|
| Vehicle type | Day cab tractors |
| Number of Vehicles | 10 |
| Technology | Complete tractor aero package |
| New or continuing investment | New |
| Data source(s) | Telematics |
| Total Project Investment | $38,244 |
| Funding sources (with amount by source, should equal line above) | 1. Fleet: $19,122 2. NRCan: $19,122 |
| Reason GFP funding is needed | Without NRCan funding, the fleet cannot fund the incremental cost of the complete tractor aero kit for all new tractors |
b) Fuel and GHG reducing potential
Assessment must analyze the fuel and greenhouse gas reduction potential of the investments that the company is looking to make. A number of different methodologies and tools can be utilized. For instance, the analysis can utilize one year of the following data points from the fleet to provide the reduction information:
- Forecasted annual kilometres travelled;
- Forecasted annual fuel used;
- Forecasted KLPFootnote 4; and
- Forecasted GHG reductions attributed to fleet retrofits.
Note: Annex A tables demonstrate fuel and GHG reducing potential for different technologies. Additionally, Applicants may email the Program at freightassessment-evaluationdeflotte@nrcan-rncan.gc.ca to receive a self-assessment tool to conduct this analysis.
c) Implementation plan
Assessment must provide details of the project implementation plan the includes the following criteria. Plan must also provide information on the implementation timeline.
| Criteria | Example |
|---|---|
| Technology | Complete tractor aero package |
| Total number of units | 10 |
| Delivery or installation | Completed units to be delivered by vendor |
| Training (if applicable) | Maintenance personnel will be instructed trained by the vendor in installation and maintenance. Drivers for the initial units will be trained during using a video which will be included in new driver training. |
| Number of units delivered/installed in calendar year (For ongoing projects if applicable) | 3 |
| Total number of units delivered/installed prior to start of this project (For ongoing projects if applicable) | 3 |
Section 4 – Data analysis for enhanced fleet assessments
Enhanced Assessments will cover large, complex fuel-reducing implementation projects for fleet(s) that require a higher level of details, commitments, and a strategic plan for implementation. Projects are expected to be tailored to increase the efficiency of fleets. Such projects include, but are not limited to:
- Engine Repowers;
- Purchase of new alternative fuel vehicles; and
- Logistical best practices (e.g., large-scale telematics implementation, creation of a driver incentive program).
As a result, these assessments must include all the details outlined in Section 3 – Data analysis, as well as the following details to be considered eligible for grant funding:
- Engine Repowers:
- Safety and compliance considerations;
- Installation strategy;
- Refuelling infrastructure plan;
- Maintenance;
- Routing and operations (will routes been revised to fit new trucks?);
- Changes to personnel; and
- Is a specific OEM being considered?
- Purchase of new alternative fuel vehicles:
- Refuelling infrastructure plan;
- Timeline of delivery of new trucks;
- Routing and operations (will routes been revised to fit new trucks?);
- Driver Training;
- Changes to personnel; and
- Is a specific OEM being considered?
- Logistical best practices:
- Detailed implementation strategy;
- Routing and operations (will routes been revised to fit new trucks?);
- Driver Training;
- Changes to personnel; and
- Is a specific OEM being considered?
Annex A – Examples of fuel and GHG reduction potential analysis
A – For retrofit projects on trucks, tractors, or trailers
| Month | 1 | 2 | 3 | 4 | 5 | 6 | 7 | 8 | 9 | 10 | 11 | 12 | Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Number of trucks/ trailers | 10 | 10 | 9 | 9 | 10 | 10 | 10 | 10 | 9 | 9 | 10 | 10 | N/A |
| Distance travelled (km) | 90,167 | 87,345 | 75,326 | 90,634 | 110,599 | 112,354 | 115,231 | 113,859 | 103,845 | 105,431 | 119,234 | 114,753 | 1,238,778 |
| Fuel consumed (litres) | 14,543 | 13,864 | 11,243 | 13,135 | 16,265 | 16,769 | 17,459 | 17,251 | 15,271 | 15,280 | 17,796 | 17,127 | 186,003 |
| KPL | 6.2 | 6.3 | 6.7 | 6.9 | 6.8 | 6.7 | 6.6 | 6.6 | 6.8 | 6.9 | 6.7 | 6.7 | 6.7 |
| Estimated fuel reduction (litres) | 436 | 416 | 337 | 394 | 488 | 503 | 524 | 517 | 458 | 458 | 534 | 514 | 5,580 |
B – For anti-idling projects
| Month | 1 | 2 | 3 | 4 | 5 | 6 | 7 | 8 | 9 | 10 | 11 | 12 | Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Number of units | 10 | 10 | 9 | 9 | 10 | 10 | 10 | 10 | 9 | 9 | 10 | 10 | 10 |
| Total distance travelled (units) | 30% | … | |||||||||||
| Total traditional fuel (units) | 4,300 | … | |||||||||||
| L/100 km or MPG | 130 | … |
C – For projects looking to replace or displace diesel with alternative fuels
| Month | 1 | 2 | 3 | 4 | 5 | 6 | 7 | 8 | 9 | 10 | 11 | 12 | Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Number of units | |||||||||||||
| Total distance travelled (units) | |||||||||||||
| Total traditional fuel (units) | |||||||||||||
| L/100 km or MPG |
D – Use this table for projects that reduce fuel through changes in practices or implementation of route optimization
| Month | 1 | 2 | 3 | 4 | 5 | 6 | 7 | 8 | 9 | 10 | 11 | 12 | Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Number of units | |||||||||||||
| Total distance travelled (units) | |||||||||||||
| Total traditional fuel (units) | |||||||||||||
| L/100 km or MPG |
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