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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/aboutRead more about the California Air Resources Board.

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

CARB Reporting

All HVAC and Refrigerated assets that fall under the purview of CARB must be reported on annually. Therefore theses 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;
  • Manually 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 Manager

Setting Up Assets for CARB Reporting via Template

You can use an 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
  1. Navigate to the hamburger menu, and select Assets (Equipment) > Manage Assets > Assets tab.
    Check Show Manage Assets section of Asset Manager in the hamburger menuImage Added

  2. Once you land on the assets list, select the Include Deactivated Assets & and Show Only Refrigerant checkboxes in the filters panel, then hit Apply to get the assets matching the filtering criteria.
    Image Removed

    Note: DIsplaying deactivated assets will provide the user
    Note
    Info

    Including deactivated assets provides you with the ability to select assets that may have be been deactivated during the current reporting period, and therefore are required to be included in added to the annual CARB Reportreport.


    Applying filters on the assets list to get refrigerated assets, including deactivated onesImage Added

  3. Click the Export # Assets button, then and select the All Attributes option. An MS Excel report on refrigerated assets gets downloaded to your device.
    Image RemovedDownloading an MS Excel report on refrigerated assets with all their attributesImage Added

  4. Open the downloaded file in your preferred spreadsheet reader.

  5. Review the file to ensure that all of the assets have either Refrigeration or HVAC as the primary trade.

    Image Removed
    Scroll to

    Excel report on refrigerated and HVAC assets with the asset trade highlightedImage Added

  6. Find the Is Tracked by CARB column which is the last column on of the spreadsheet, which should be named Is Tracked by CARB.
    Image RemovedIs Tracked by CARB column in the report where you can check whether your assets are tracked by CARBImage Added
  7. Enter TRUE under Is Tracked by CARB for each asset that should be included in the CARB report.
  8. 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 from the CARB portal and paste it into the CARB ID field in Asset Manager.
    Filling out the CARB ID and System Location cells in the Excel report on assetsImage Added
  9. Specify the System Location:
    Image Removed
    1. Save the spreadsheet as an XLSX formatted file. 
  10. Navigate to Assets (Equipment) > Imported Assets.
  11. Click Upload Assets.
    Image Removed
  12. Click  
    1. Indoors: if your refrigeration or HVAC unit is installed inside the building, for example, in the restaurant kitchen.
    2. Outdoors: if your unit is located outside the building, for example, in the back of the store or on the roof.
    3. Partially Indoors & Outdoors: if you have a split system in which the condenser is located indoors, and the evaporator is located outdoors.
  13. For assets that are tracked by CARB, make sure you also enter their Manufactured Date.
  14. When ready, save your file in the XLSX format.
  15. Navigate to the Imported Assets section.
    Imported Assets section in Asset Manager where you can upload assetsImage Added
  16. Switch to the Upload Assets section, and click the Select .xlsx File (With Custom Attributes) button to upload the file.
    Image RemovedUpload Assets section where you can import the template with assetsImage Added
  17. Select the .xlsx file you have just created.Service Automation saved. Asset Manager will run the file through a validation process. If
    1. (tick) If it passes, you will see that the file
    will display 
    1. is Validated under the Current Status field. Click Confirm Import to upload assets.
      File with assets has been successfully validatedImage Added
    2. (error) If some errors are found, your file gets Rejected. Click Download and Fix to correct the errors, and then re-upload the file.

    Image Removed

    1. Errors are found in the file you're trying to importImage Added

Setting Up Assets for CARB Reporting Upon Creation

As you create an asset that falls under the purview of CARB, you can let the system know that this asset should be tracked by CARB.

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title⦿ How to Designate Assets that are to be Included on the CARB Report Set Up Assets for CARB Reporting Upon Asset Creation
  1. Navigate to Assets (Equipment) > Manage Assets. The assets list opens.
  2. Click + Add in the upper-right corner of the page.
    Image RemovedButton for adding a new assetImage Added
  3. Begin the process of adding an Asset’s Add the required asset information.
  4. Check Select the box Is tracked Tracked by CARBcheckbox.
    Image RemovedComplete the Asset’s information, then click save.
    The Asset will now be included in the CARB Report
    Page for creating a new asset where you can specify that the asset is tracked by CARBImage Added
  5. Select the System Location from the drop-down list under Refrigerant Properties:
    1. Indoors: if your refrigeration or HVAC unit is installed inside the building, for example, in the restaurant kitchen.
    2. Outdoors: if your unit is located outside the building, for example, in the back of the store or on the roof.
    3. Partially Indoors & Outdoors: if you have a split system in which the condenser is located indoors, and the evaporator is located outdoors.
  6. Enter the CARB ID, which is the identification number of the asset in the CARB portal. Your administrator should copy the CARB ID from the CARB portal and paste it into the CARB ID field in Asset Manager.
    Filling out the CARB ID and System Location fields for a new assetImage Added
  7. Make sure you specified the Install Date and Manufactured Date for the asset since these fields are mandatory for units tracked by CARB.
  8. Click Add Asset to complete the creation process.

Your new asset has been created and included in the CARB reporting.

Setting Up Assets for CARB Reporting Upon Editing Assets

Should you need to include existing assets in the CARB reporting, you can do that via the asset details page.

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title⦿ How to Manually Designate Assets that are to be Included on the CARB ReportSet Up Assets for CARB Reporting From the Asset Details Page
  1. Navigate to Assets (Equipment) > Manage Assets > Assets tab.
    Image Removed    . The assets list opens.
  2. (Optional) Apply the desired filters to quickly find the assets you need.
  3. Click the Asset’s ID link.Select asset tag ID to open the asset details page.
    Assets list where an asset tag ID is highlighted. Clicking the asset tag ID takes you to the asset details pageImage Added
  4. Under the Asset Details tab.Check , make sure your asset has a Manufactured Date specified since this date is mandatory for assets tracked by CARB.
    Manufactured Date of an asset listed among asset detailsImage Added
  5. Switch to the Refrigeration Details tab, and select the Is CARB Reporting checkbox.
    Image Removed
    Finally, click the Save Changes button to save the changes.Selecting the Is CARB Reporting checkbox that will include the asset in the CARB XML reportImage Added
  6. Enter the CARB ID, which is the identification number of the asset in the CARB portal. Your administrator should copy the CARB ID from the CARB portal and paste it into the CARB ID field in Asset Manager.
  7. Select the System Location:
    1. Indoors: if your refrigeration or HVAC unit is installed inside the building, for example, in the restaurant kitchen.
    2. Outdoors: if your unit is located outside the building, for example, in the back of the store or on the roof.
    3. Partially Indoors & Outdoors: if you have a split system in which the condenser is located indoors, and the evaporator is located outdoors.
      Specifying the CARB ID and System Location for the assetImage Added
  8. Click Save Сhanges. The asset refrigeration details have been updated.

Running the CARB Report

Every year you should run the CARB report on your refrigerated and HVAC assets that contain more than 50 pounds of refrigerant gases and operate in the state of California. The report stores detailed information about refrigerant leaks from refrigeration equipment and comfort cooling (HVAC) systems for the specified period of time. Once downloaded from Asset Manager, the report should be submitted to the CARB portal. 

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title⦿ How to Run the CARB Report


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If you use our old Refrigerant Tracking Admin Page:

  1. Navigate to Assets (Equipment) > Administration.
Click
  1. Switch to the Refrigerant Leak Settings
.
Image Removed
  • Check the box next to Run Carb Report, then click the Save button.
    Image Removed
    • Navigate
    1. section.
    2. Select the Run CARB Report checkbox. 
    3. Click Save at the bottom of the page.
      Enabling the CARB report in the Administration sectionImage Added


    Column
    width50%

    If you use our new Refrigerant Tracking Admin Page:

    1. Click the hamburger menu, and select Admin > Refrigerant Tracking.
    2. Click the pencil icon to activate the editing mode.
      Redesigned page for refrigerant tracking settingsImage Added
    3. Select the Run CARB Report checkbox.
      Enabling the CARB report from the new refrigerant tracking settings pageImage Added

    4. Click Save.

      Note

      To start using the redesigned page for refrigerant tracking settings, please contact your Customer Success Manager.



    5. Go back to Assets (Equipment)

    >

    , and select the Refrigerant Leak Events section.
    Refrigerant Leak Events section in the hamburger menuImage Added6. Click

    the  Download

    Download CARB Report

    button.
    Image Removed
  • Select the From and To date range, using the calendar selector.
    Image Removed
  • Click the Run Report button. 
    • The CARB report will be produced as an XML document, ready to be uploaded to the CARB portal.
    Image Removed

    on the right side of the page.
    Refrigerant Leak Events section where you can download the CARB reportImage Added    7. In the overlay that opens, pick the From and To dates, specifying for which time period you need to generate the report.
    Overlay for downloading a CARB reportImage Added    8. (Optional) Select the required locations from the corresponding drop-down list if you need to run the report for specific locations only. By default, the report includes assets tracked by CARB across all of your locations.

    9. (Optional) Enter an email address that should be included in the CARB report as an email address of the main contact at each location.

    Note

    The email address you provide here will replace every email address of the main contact across the locations in your CARB report.

    10. Click Run Report.

    The CARB report gets downloaded as an XML file to your device. You can review the file and then upload it to the CARB site.


    Info

    For any reports and templates downloaded for viewing and/or adding information for uploading into Service Automation, items such as decimal separators, date & time formats, currency codes and address forms displays based on your computer settings if the format is Excel (.xls) and if it is a CSV file (.csv), then ServiceChannel settings takes precedence.

    If the Currency Code Support feature is enabled, a currency field is added to reports and templates. If the Localization Address Format feature is enabled, headers and values are updated with the specific country’s address format for Excel (.xls) and CSV(.csv) only headers are affected while headers and values are affected for a PDF (.pdf). 


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