CARB Reporting
The California Air Resources Board (CARB) is charged with protecting the public from the harmful effects of air pollution and developing programs and actions to fight climate change. From requirements for clean cars and fuels to adopting innovative solutions to reduce greenhouse gas emissions, California has pioneered a range of effective approaches that have set the standard for effective air and climate programs for the nation, and the world. For more information: https://ww2.arb.ca.gov/about.
ServiceChannel has enhanced Service Automation and Provider Automation to be able to monitor, collect and report on assets that fall under the purview of the California Air Resources Board. These assets include all HVAC and Refrigerated assets that contain more than 50 pounds of ozone depleting gases and are housed and operated in the state of California.
Identifying, Designating and Setting Up Assets for CARB Reporting
All HVAC and Refrigerated assets that fall under the purview of CARB must be reported on annually. Therefore these assets must be identified in Service Automation before the annual CARB report is produced.
All assets that contain 50 lbs/22.6796 kg or more of designated greenhouse gases must be reported on annually. Identifying which assets fall into the aforementioned category is a simple process in Service Automation’s Asset Manager.
Currently, there are 3 ways to designate that an asset should be included in the annual CARB report:
- Upon asset creation;
- Upon editing existing assets, one by one; or
- Via template
The method or methods that you choose should be based on the number of assets that need to be included in the CARB report.
Identifying Assets that Should Be Included in the CARB Report
All assets that contain 50 lbs/22.6796 kg or more of designated greenhouse gases must be reported on annually. Identifying which assets fall into the aforementioned category is a simple process in Service Automation’s Asset ManagerSetting Up Assets for CARB Reporting via Template
You can use the MS Excel template to specify which of your refrigerated or HVAC assets should be tracked by CARB. The template is especially useful when you need to set up multiple assets for the CARB reporting.
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| title | ⦿ How to Identify and Designate Assets that Should Be Included in the CARB Report Set Up Assets for CARB Reporting via Template |
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- Navigate to the hamburger menu, and select Assets (Equipment) > Manage Assets > Assetstab.Check the Show Deactivated Assets and
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Note: Displaying deactivated assets will provide | Info |
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Including deactivated assets provides you with the ability to select assets that may have been deactivated during the current reporting period, and therefore are required to be included in the annual CARB Reportreport. |
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Click the Export # Assets button, then and select the All Attributes option. An MS Excel report on refrigerated assets gets downloaded to your device.
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Open the downloaded file in your preferred spreadsheet reader. Review the file to ensure that all of the assets have either Refrigeration or HVAC as the primary trade.
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- Find the Is Tracked by CARB column which is the last column on of the spreadsheet, which should be named Is Tracked by CARB.
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- Enter TRUE under Is Tracked by CARB for each asset that should be included in the CARB report.
- Enter the CARB ID for each asset that is tracked by CARB. The CARB ID is the identification number of the asset in the CARB portal. Your administrator should copy the CARB ID form the CARB portal and paste it into the CARB ID field in Asset Manager.
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- Specify the System Location:
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Save the spreadsheet as an XLSX formatted file. - Navigate to Assets (Equipment) > Imported Assets.
- Click Upload Assets.
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- Click
- Indoors
- Outdoors
- Partially Indoors & Outdoors
- For assets that are tracked by CARB, make sure you also enter their Manufactured Date.
- When ready, save your file in the XLSX format.
- Navigate to the Imported Assets section.
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- Switch to the Upload Assets section, and click the Select .xlsx File (With Custom Attributes) button to upload the file.
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- Select the .xlsx file you have just created.
Service Automation - saved. Asset Manager will run the file through a validation process.
If  If it passes, you will see that the file
will display - is Validated under the Current Status field. Click Confirm Import to upload assets.
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| title | ⦿ How to Designate Assets that Are to Be Included in the CARB Report Upon Asset Creation |
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- Navigate to Assets (Equipment) > Manage Assets.
- Click Add.
 - Begin the process of adding an Asset’s information.
- Check the box Is tracked by CARB.
 - Complete the Asset’s information, then click Add Asset.
The Asset will now be included in the CARB Report. |
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| title | ⦿ How to Manually Designate Assets that Are to Be Included in the CARB Report |
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- Navigate to Assets (Equipment) > Manage Assets > Assets tab.
 - Click the Asset’s ID link.
- Select the Asset Details tab.
- Check the Is CARB Reporting checkbox.
- Finally, click the Save Changes button to save the changes.
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