Impact Data Analysis and Reporting Tool

The Vendor is required to provide impact data analysis and reporting tool will allow the program team to systematically track, calculate and report on key metrics for each project.
- Task and milestone #1:
1. Program overview and recommended data collection improvements report (in word, pdf or PowerPoint)
•    The contractor will familiarize themselves with the green freight program stream 1 (assess and retrofit) and stream 2 (fleet modernization) data and documentation. 
•    Anonymized project-related data will be shared with the contractor. 
•    This will involve reviewing the current methodology and data sources used by the program to calculate project greenhouse gas (GHG) reductions and fuel savings and identifying opportunities for improvement in data collection. 
•    The program guide, along with all current fleet energy assessment requirements and related resources, will be provided.
2. Modeling methodology proposal outline (in word, pdf or PowerPoint)
•    The contractor shall propose a detailed plan for the completion of the project (i.e., the development of the tool and dashboards). 
•    An outline proposal of the methodology and modeling approach will be presented and must receive approval by the agency project authority to be deemed “completed” to proceed. 
•    The proposed methodology outline must provide detail on how the following two metrics will be calculated for all program projects: fuel savings (in liters), GHG reductions and if possible, NOx (nitrogen oxides) and particulate matter (pm) impact as well.
- Task and milestone #2:
1. Draft report of the proposed methodology (in word and pdf)
•    The contractor will prepare a draft report that explains the proposed methodologies that will be used for determining annual fuel savings (in liters) and GHG reductions as well as NOx and pm, if possible, for program projects under streams 1 and 2. 
•    This draft report will include any strategies on how to address data gaps and justifications for assumptions used (e.g. Baselines for truck type – class 8, and route – mix of rural and highway driving, for all trucks impacted by approved projects). 
•    There will need to be methodologies developed. 
•    The calculator must include backend formulas based on an established methodology to estimate fuel savings (in liters) and GHG reductions. 
•    These calculations must apply to all eligible activities under streams 1 and 2, which include truck and trailer retrofits, engine repowers, the purchase of low-carbon vehicles, and the implementation of logistical best practices.
2. Draft program impacts calculator (in excel and draft dashboard (in power bi or another similar program)
•    The contractor will produce a calculator (tool) based on the abovementioned modeling, GHG reductions as well as NOx (nitrogen oxides) and pm, if possible, based on project data inputs, and prepare a draft of the reporting dashboard that will present the program impacts data. 
•    This tool will provide the following automatic functionalities:
o    Calculate fuel savings value (in liters) and GHG reductions.
o    The program would like to calculate the impacts on NOx and particulate matter as well, if feasible. 
o    Data export capabilities to excel (if another software and database is used for the tool). 
o    Generate a visual reporting dashboard that summarizes the project data inputs as well as the estimated fuel savings and GHG reductions.
•    Produce a draft dashboard that will include the metrics listed above. 
•    Program staff must be able to input data for new projects as they are approved, ensuring that both the calculator and dashboard remain useful beyond the contract period. 
•    The tool must generate dashboards and internal reports to support ongoing program monitoring and decision-making
3. Draft user manual (in word and pdf)
•    Provide a user manual in word format for program staff to understand how the new program impacts tool works, and what manual inputs are required.
- Task and milestone #3:
1. Final report (in word and pdf) and presentation (PowerPoint)
•    An explanation of the model itself and how it was constructed (including methodology and input data required); 
•    Justification of steps and assumptions taken; 
•    Impacts of approved projects to date; 
•    Presentation and demo on how the internal tool works and how to generate dashboards.
2. Final version of the program impacts tool from milestone #2 (in excel or another accessible software)
•    Based on feedback from agency, the contractor will deliver the final version of the internal impacts tool (calculator)
3. Final version of the reporting dashboard
•    Based on feedback from agency, the contractor will deliver the final version of both the internal impacts reporting dashboard.