User Guide

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Nov 15, 2022

Introduction

The Electric Vehicle Suitability Assessment (EVSA) is a Geotab Marketplace Add-In intended to help fleet managers identify a variety of suitable Electric Vehicles (EV) to replace their current non-electric fleet vehicles. To perform the analysis, the EVSA Add-In utilizes your fleet telematics data to get an accurate view of the fleet’s drive cycle.

✱ NOTE: Vehicles should have at least one month of data collected in MyGeotab for a suitable recommendation. Fleets with seasonal drive cycles should run the EV Suitability Assessment using data collected over long periods of time.

The EVSA analyzes the driving data for fleet vehicles and recommends an EV replacement that meets the criteria in the table below.

Condition

Description

Range

The EV replacement fulfills the daily driving range requirement of the current fleet vehicle without the need to stop and charge during the day. If the EV cannot meet the range requirement, the EV is not recommended as a replacement.

Lifetime Cost

The lifetime cost for the EV replacement must be less than or equal to the cost of the equivalent non-Electric Vehicle. Lifetime cost considers EV incentives and the funds that an organization has allocated to reduce emissions, if applicable.

✱ NOTE: The range analysis considers degraded real-world range of the EVs — defined as the expected EV range in cold weather conditions when battery efficiency is diminished and the heating system remains on.

Supported Vehicle Types

The EV Suitability Assessment Add-In supports the following vehicle types:

  • Passenger Cars;
  • Crossover/SUVs; and
  • Light Duty Vans.

Supported Countries

The EV Suitability Assessment is officially available in the following countries:

  • United States;
  • Canada;
  • United Kingdom;
  • Germany;
  • The Netherlands;
  • Spain;
  • France; and
  • Italy.

Support in the countries listed above includes the user interface language, the units of measurement, currency, local vehicle model availability, and default costs.

✱ NOTE: If the user resides in a country that is not supported, the EVSA will not restrict the EV model selection to the user’s local market. The user must also review and update the default costs to match their locale.

Installing the EVSA Add-In

To install the Electric Vehicle Suitability Assessment (EVSA) Add-In, follow the steps below:

1

Log in to MyGeotab as an Administrator.

2

From the main menu, select Marketplace, then click the search icon in the top right and search for EVSA.

3

On the solution page for the EVSA Add-In, click the Install Now button.

4

In the popup window, review the End User License Agreement then click the checkbox, located next to I agree.

5

Click the Install Now button.

6

After installation, the EVSA Add-In is available through the main menu in MyGeotab. To initiate the setup, select EVSA from the main menu.

The EVSA Add-In creates a Service Account to communicate with MyGeotab. The Service Account retrieves trip data required by the Add-In to run the stability analysis. The Service Account name in the database is: GEOTAB-EVSA-ADDIN. To complete the installation, click the Create Service Account button to allow the creation of the service account.

CAUTION! The user installing the Add-In must have the authorization to create user accounts; otherwise, the installation fails. The Service Account has access to the same vehicles and groups as the user who creates the account. To ensure all users have access to the EVSA Add-In, an Administrator with access to all groups and vehicles in the database should install the Add-In.

WARNING! If the Service Account is deleted, the EV Suitability Assessment stops working for all the MyGeotab users on the database. Before the EVSA Add-In is used again, the user is prompted to re-install the Service Account.

Starting a New Assessment

To start a new assessment, follow the steps below:

1

In MyGeotab, select EVSA from the main menu.

2

On the Electric Vehicle Suitability Assessment page, click the New assessment button.

3

Review the How does this work? page and click the Begin button.

4

Select the desired country from the list to open the Electric Vehicle Suitability Assessment.

The Electric Vehicle Suitability Assessment is divided into six sections: Temperature Range, Telematics Data, Vehicle Selection, Procurement Information, EV Cost Estimates, and Non-EV Estimates.

Telematics Data

Under Telematics Data, select the desired number of months from the dropdown menu to provide telematics data for the assessment. To accurately evaluate duty cycle and usage patterns for fleet vehicles, the assessment requires telematics data from the existing fleet vehicles. Click the Continue button to go to the next step.

✱ NOTE: Vehicles should have at least one month of data collected in MyGeotab for a suitable recommendation. Fleets with season drive cycles should run the EV Suitability Assessment using data collected over longer periods of time.

Vehicle Selection

Under Vehicle Selection, select the desired vehicle category — Passenger Vehicles Crossover/SUVs, MPVs/Minivans, Pickup Trucks, and/or Light-Duty Vans — to include in the assessment. For each selected vehicle category, select the MyGeotab group(s) for the assessment and the EVs or plug-in hybrid electric vehicles (PHEV) to evaluate as suitable replacement vehicles. By default, the EVs available in the chosen country are listed and selected. Click the Continue button to go to the next step.

Use the following filters to narrow down the selection of EVs to evaluate:

  • EV Data Source,
  • EV Type, and
  • Vehicle Size.

To evaluate select EVs that are not available on the market yet, select the Include future EVs option.

Procurement Information

Under Procurement Information, select whether you intend to purchase or lease the EVs. Then, from the dropdown menu, select the number of years to keep the vehicle(s). Click the Continue button to go to the next step.

EV Cost Estimates

Under EV Cost Estimates, review the estimated costs of the selected electric vehicles. First, review the Average Electricity Price and update, as necessary. The EVSA assumes EV charging occurs overnight when the rate is lowest.

Then, review the costs associated with each electric vehicle type selected on the Vehicle Selection page.

To modify any cost elements related to a particular EV, click the Modify Estimates button under the desired vehicle.

Click the Save button to save your changes and return to the vehicle list. Click the Continue button to go to the next step.

Non-EV Cost Estimate

Under Non-EV Cost Estimate, review and modify the estimated costs related to non-electric vehicles included in the assessment. First, review the Average Fuel price and update, as necessary.

Then, compare the costs of generic non-electric vehicles types with the electric vehicle types selected on the Vehicle Selection page.

To modify any cost elements related to a particular vehicle type, click the Modify Estimates button.

Click the Save button to save your changes and return to the vehicle list, then click the Finish button to submit and process the Suitability Assessment.

✱ NOTE: Based on the number of vehicles and the selected time frame, the EVSA may take some time to complete.

The status and results of submitted assessments are available on the Homepage of the EV Suitability Assessment Add-In. You also have the option to delete assessments that are no longer required.

Assessment Results

The assessment recommendation report provides detailed summaries for the recommended electric vehicles.

Assessment Recommendation Summary

The chart under Assessment Recommendation Summary provides a quick overview of the assessment recommendations. The chart displays the number of vehicles assessed and the number of recommended vehicles based on vehicle type: Battery Electric Vehicles (BEV), Plug-in Hybrid Electric Vehicles (PHEV), and vehicles recommended for replacement by new non-electric vehicles.

✱ NOTE: For each vehicle selected in the input phase, an EV is recommended if the following conditions are true:

  • The EV can fulfill the daily range requirements of the vehicle without the need to charge during the day; and
  • The lifetime cost of an EV is less than an equivalent non-EV.

Lifetime Replacement Cost Summary

The chart under Lifetime Replacement Cost Summary compares the lifetime costs of two scenarios:

  • Assessment Recommendation — The sum of costs of the recommended BEVs, PHEVs, and non-EV replacements.
  • New non-EV Replacement — The sum of costs replacing every selected fleet vehicle with a new non-EV.

The total cost is composed of the following categories: Procurement, Maintenance, Fuel Energy, and Others.

✱ NOTE: The Others category includes the following costs: vehicle registration and taxes, insurance, and low emission zone changes. The term Lifetime is based on the number of years selected on the Procurement Information page.

You have the option to compare the lifetime costs of the two scenarios by any cost category. For example, to compare maintenance costs between the two scenarios, select Maintenance above the chart.

Annual Fuel and Electricity Summary

The chart under Annual Fuel and Electricity Summary compares the annual energy costs or fuel volume of two scenarios: Assessment Recommendation and Selected Fleet Vehicles.

When Annual Fuel and Energy Cost is selected, the costs for each scenario is computed as described below:

  • Assessment Recommendation — The sum of fuel and electricity costs of the recommended BEVs, PHEVs, and non-EV replacement averaged over a period of one year; and
  • New non-EV Replacement — The total fuel costs of replacing every selected fleet vehicle with a new non-EV, averaged over a period of one year.
  • Selected Fleet Vehicles — The total fuel costs of all selected fleet vehicles averaged over a period of one year.

When Annual Fuel Volume is selected, the amounts for each scenario are computed as described below:

  • Assessment Recommendation — The sum of the projected fuel consumption of the PHEVs and non-EV replacements averaged over a period of one year.
  • New non-EV Replacement — The total projected fuel consumption of replacing every selected fleet vehicle with a new non-EV, averaged over a period of one year.
  • Selected Fleet Vehicles — The total projected fuel consumption of all selected fleet vehicles averaged over a period of one year.

WARNING! The EVSA attempts to use the actual fuel consumption from the vehicle when possible. If a vehicle does not report fuel consumption through the GO device, then a default fuel efficiency value is used for that vehicle.

Annual CO2 Emission Summary

The chart under Annual CO2 Emission Summary compares the annual carbon dioxide tailpipe emissions between two scenarios:

  • Assessment Recommendation — The total projected CO2 emissions of the recommended PHEVs and non-EV replacements averaged over a period of one year; and
  • New non-EV Replacement — The total of CO2 emissions of replacing every selected fleet vehicle with a new non-EV averaged, over a period of one year.
  • Selected Fleet Vehicles — The total of CO2 emissions of all selected fleet vehicles averaged over a period of one year.

✱ NOTE: Battery Electric Vehicles are not considered because they do not emit carbon dioxide.

Vehicles with Suitable EV Recommendations

The table under Vehicles with Suitable EV Recommendations lists all vehicles that have a suitable EV recommendation, either a BEV or PHEV. For each vehicle, the table displays the following data:

  • Vehicle Name — Name of existing non-EV.
  • Model — Vehicle model of existing non-EV (from MyGeotab).
  • Groups — MyGeotab group to which vehicle belongs.
  • Recommended EV — EV recommended as a replacement for existing non-EV.
  • Type — EV type recommended for replacement, either a BEV or PHEV.
  • Daytime Charging Count — The number of days when the BEV fails to fulfill the range requirements without having to charge during the day.
  • Lifetime Savings — Projected savings of recommended EV compared to new non-EV replacement.

Click the vehicle name to expand the row for more information about Range Assurance and Lifetime Cost.

Range Assurance

The chart under Range Assurance compares the reduced range for the recommended EVs under extreme conditions and the maximum daily driving distance.

✱ NOTE: By default, an EV is considered the best fit when the daily driving distance is less than the EV range in extreme weather conditions. In the context of EV range, Extreme Conditions refers to either cold or hot weather conditions (depending on your fleet’s operational temperature), when battery efficiency is diminished and the heating or cooling system remains on.

Vehicles without Suitable EV Recommendations

The table under Vehicles without Suitable EV Recommendations lists all the vehicles that do not have a suitable EV recommendation, if the following conditions are true:

  • The EV cannot fulfill the daily driving range requirements — compared with the EV range in extreme conditions.
  • The EV does not have lifetime savings that are greater than an equivalent non-EV.

Customize Best Fit Preferences

You have the option to modify the Best Fit recommendation using the Best Fit Preferences, located in the left sidebar of the assessment report.

Prefer BEV

With the Prefer BEV option, the EV Suitability Assessment recommends a BEV over a PHEV. This occurs when both options result in positive lifetime cost saving, even if the BEV option has lower lifetime cost savings compared to the PHEV.

EV Premium

EV Premium refers to the additional lifetime amount that you are willing to spend for an EV compared to a new equivalent non-EV. If lifetime savings are not a primary factor in your decision, you have the option to instruct the EVSA to recommend EVs, even when the EV lifetime cost savings is negative when compared to a new equivalent non-EV.

For example, if the lifetime cost of an EV is $4000 more than a new equivalent non-EV, the EV is not recommended by default. If an EV Premium value of $4000 or more is entered, then the EV is recommended for that vehicle.

Allow Daytime Charging

By default, the EVSA does not recommend vehicles that cannot perform their longest driven daily route on a single charge of a full battery. The Allow Daytime Charging option allows you to specify the number of days per month when it is acceptable for a vehicle to have to stop and recharge during operational hours.

For example, if a vehicle listed in the Vehicles without Suitable EV Recommendations table has positive EV lifetime savings, but the Daytime Charging Count is 3, it means that an EV was not recommended for that vehicle because the EV requires a daytime charge for three days within the selected report date range.

If the report date range is one month, then using an Allow Daytime Charging value of 3 removes the vehicle from the Vehicles without Suitable EV Recommendations table, and recommend an EV to replace it.

Warnings and Exceptions

The table below provides more information about the warning and exceptions that the EV Suitability Assessment may encounter while processing fleet data. The warnings and exceptions can be reviewed in the detailed recommendation table — if raised for any fleet vehicle.

Warning/Exception

Description

No data from vehicle

MyGeotab API did not return trip data within the assessment time frame. In this case, the vehicle is considered to have no suitable EV fit.

Not enough data

Less than 3 weeks have passed since the vehicle device activated to the report end time. In this case, the assessment is run, and a warning is raised.

No fuel data

The vehicle does not support fuel consumption. In this case, the assessment is run using a default fuel efficiency value for the vehicle and a warning is raised.

VIN missing

The vehicle Make/Model/Year is not available because the VIN is missing in MyGeotab. In this case, the assessment is run, and a warning is raised.

Unidentified vehicle

The vehicle Make/Model/Year is not available because the VIN cannot be decoded by the MyGeotab VIN decoder. In this case, the assessment is run, and a warning is raised.

FAQ

For more information about the Electric Vehicle Suitability Assessment Add-In, please see the EVSA FAQ.

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