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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
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
Fleet 2
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:

  1. Forecasted annual kilometres travelled;
  2. Forecasted annual fuel used;
  3. Forecasted KLPFootnote 4; and
  4. 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 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

Criteria Forecasted Fuel Savings from Fuel Saving Equipment (Example)
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

Criteria Forecasted Fuel Saving Reductions through anti-idle equipment (Example)
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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