SACAQMD RULE 1002 FLEET INVENTORY
LAST AMENDED 07/19/94
RULE 1002 FLEET INVENTORY
Adopted 07-19-94
INDEX
100 GENERAL
101 PURPOSE
102 APPLICABILITY
110 EXEMPTIONS: GENERAL
200 DEFINITIONS
201 ACTIVE VEHICLE
202 ALTERNATIVE FUEL
203 ALTERNATIVE FUEL RETROFIT SYSTEM
204 BASE VEHICLE
205 CERTIFICATE OF ADVANCE PLACEMENT (CAP)
206 COMMERCIAL PURPOSE
207 COMMON OPERATION
208 COMMON OWNERSHIP
209 DAILY RENTAL VEHICLE
210 DEACTIVATED
211 DIESEL-CYCLE ENGINE
212 EMERGENCY VEHICLE
213 EMISSION CLASSIFICATION
214 EXCHANGE VEHICLE
215 FLEET
216 FLEET INVENTORY REPORT
217 FLEET OPERATOR
218 FLEET: OPT-IN
219 FLEET VEHICLE IDENTIFICATION NUMBER
220 FUELING SYSTEM RETROFIT CERTIFICATE
221 MOBILE SOURCE EMISSION REDUCTION CREDIT (MERC)
222 MODEL YEAR
223 MOTOR VEHICLE, OR VEHICLE
224 OBLIGATION
225 OTTO-CYCLE ENGINE
226 PREVIOUSLY CLAIMED REV
227 PUBLIC PURPOSE
228 REACTIVE ORGANIC GASES (ROG)
229 REBUILT ENGINE
230 REDUCED-EMISSION VEHICLE (REV)
231 REPORTING YEAR
232 REPOWERED ENGINE
233 SNAPSHOT DATE
234 SUBMITTAL DATE
235 SUBMITTAL NOTICE
236 TRANSITORY VEHICLES
237 USED REV
238 USED VEHICLE
239 VEHICLE WEIGHT CLASSIFICATION
300 STANDARDS
301 FLEET STATUS
302 FLEET INVENTORY REPORT
400 ADMINISTRATIVE REQUIREMENTS
401 INITIAL CONTACT
402 FIRST FLEET INVENTORY REPORT
403 SUBSEQUENT FLEET INVENTORY REPORTS
404 FUEL REPORTING
405 TRANSITORY VEHICLE RECORDS
406 EXCHANGE VEHICLE RECORDS
407 TRADE SECRETS
408 TIMING
500 MONITORING AND RECORDS
501 FLEET RECORDS
100 GENERAL
101 PURPOSE: To obtain fleet-related data necessary for the
development, implementation, and monitoring of Rule
1003 REDUCED-EMISSION FLEET VEHICLES/ALTERNATIVE FUELS and
Rule 1005 MOBILE SOURCE EMISSION REDUCTION CREDITS/BANKING.
102 APPLICABILITY
102.1 The provisions of this rule shall become effective
on January 19, 1995.
102.2 Except for the provisions of Section 110, this rule
shall apply to all fleet operators within the
District, including operators of fleets used by
governmental entities (including special districts,
U.S. Postal Service, and the military), commerce
(including taxicab fleets), and industry.
102.3 If the owner and operator of the fleet are two or
more separate persons, companies, businesses,
organizations, or public entities, this rule shall
be applicable only to the operator of the fleet.
110 EXEMPTIONS: GENERAL: This rule shall not apply to:
110.1 Evaluation of test vehicles operated by vehicle
manufacturers for vehicle certification purposes.
110.2 Emergency vehicles which, if REV/ALTERNATIVE FUEL
vehicles, cannot meet the required emergency vehicle
performance standards adopted by the state of
California.
110.3 Museums in relation to any collection of motor
vehicles for display and/or demonstration.
110.4 Vehicles at vehicle dealerships or sales lots which
are for sale or lease to the public and which are
not used in the dealership or sales lot operations.
110.5 Daily rental vehicles.
110.6 Privately owned personal vehicles that are used for
business purposes except those vehicles under common
operation as defined in Section 207.
110.7 Privately owned personal vehicles, used on behalf of
a person, company, business, corporation,
organization, public entity, or any combination
thereof, where the vehicle owner receives
reimbursement of expenses incurred for ordinary and
necessary costs to operate the vehicle, including
normal wear and tear.
200 DEFINITIONS
201 ACTIVE VEHICLE: A fleet motor vehicle which has been
driven one hundred (100) miles or more, in fleet use,
during the reporting year.
202 ALTERNATIVE FUEL: A motor vehicle fuel consisting of
methanol, ethanol, (including methanol and/or ethanol in
combination with gasoline as approved by the California Air
Resources Board as an alternative fuel), liquified
petroleum gas (LPG), compressed natural gas (CNG),
liquified natural gas (LNG), or electricity.
203 ALTERNATIVE FUEL RETROFIT SYSTEM: A package of fuel,
ignition, emission control, and engine components that are
modified, removed, or added during the process of modifying
a motor vehicle to operate on an alternative fuel.
204 BASE VEHICLE: Any motor vehicle that is not a California
Air Resources Board-certified reduced-emission vehicle.
205 CERTIFICATE OF ADVANCE PLACEMENT (CAP): Acknowledgment of
potentially surplus emissions reductions, for exceeding the
obligation established by Rule 1003 REDUCED-EMISSION FLEET
VEHICLES/ALTERNATIVE FUELS for light-duty and medium-duty
vehicles.
206 COMMERCIAL PURPOSE: Any activity facilitating the
manufacture, alteration, distribution, storage, marketing,
rental, sale, provision or transportation of goods or
services, or the transportation of people, whether for
profit or nonprofit.
207 COMMON OPERATION: Fleet vehicles under common operation
means vehicles that are controlled by a person, company,
business, corporation, organization, public entity, or any
combination thereof, in the following manner:
207.1 Vehicles that are dispatched from and maintained at
a central location at the direction and expense of
the operator, and are, or can be, repowered or
replaced at the direction of the fleet operator;
207.2 Vehicles leased or purchased for an individual by
the operator for use in the conduct of the business
of the operator, and that are, or can be, repowered
or replaced at the direction of the fleet operator,
or;
207.3 Vehicles owned or leased by employees of a fleet
operator where the employee receives a payment, or
a series of payments, from the fleet operator for
the purpose of leasing or purchasing a vehicle for
use in the conduct of the business of the fleet
operator, and that are, or can be repowered or
replaced at the direction of the fleet operator, or;
207.4 Vehicles regulated by Rule 1003 REDUCED-EMISSION
FLEET VEHICLES/ALTERNATIVE FUELS that are added to
any fleet at the direction of the fleet operator.
208 COMMON OWNERSHIP: Fleet vehicles under common ownership
are those vehicles for which legal title is held by the
same person, company, business, corporation, organization,
or public entity.
209 DAILY RENTAL VEHICLE: A light-duty or medium-duty motor
vehicle which is rented to a person, business, government
agency, or special district under a contractual agreement
with the legal or registered owner of the vehicle, for a
period of fewer than thirty (30) days.
210 DEACTIVATED: No longer is or will be an active vehicle in
the fleet and/or no longer assigned by the fleet operator
to be driven.
211 DIESEL-CYCLE ENGINE: A vehicle engine classified by the
California Air Resources Board as a "diesel-cycle engine."
212 EMERGENCY VEHICLE: Any motor vehicle operated by a public
law enforcement agency, public fire protection agency, or
a public or private ambulance/paramedic service, which is
used or intended to be used solely for response to an
emergency (an unforeseen combination of circumstances that
calls for immediate action to prevent further injury, loss
of life, or damage to property).
213 EMISSION CLASSIFICATION: A categorization of a motor
vehicle as any one of the following:
213.1 A base vehicle, or
213.2 Any one of the reduced-emission vehicles listed in
Section 230.
214 EXCHANGE VEHICLE: A vehicle or vehicles which is (are)
part of a larger fleet under the same common ownership, of
the same weight class and engine type, and which is (are)
brought into the local fleet, in exchange for an existing
fleet vehicle, operating in the District, which is taken
out of the District for at least the duration of the
exchange.
215 FLEET: Except as provided in Section 218, fifteen (15) or
more active vehicles under common ownership or common
operation, within the District, and which are:
215.1 Operated by any business which is required to have
a business license in the District, and which is
located within the District; or
215.2 Operated by any federal, state, regional, or local
agency from a location within the District.
216 FLEET INVENTORY REPORT: A written document
submitted to the Air Pollution Control Officer
pursuant to Section 302. A fleet inventory report
is prepared annually by each fleet operator.
217 FLEET OPERATOR: The person, company, business,
corporation, organization, or public entity that is in
charge of managing a fleet pursuant to the criteria of
Section 207.
218 FLEET: OPT-IN: Two (2) or more active vehicles under
common ownership or common operation and used for
commercial or public purposes that are not a fleet as
defined in Section 215, if the owner or operator has
voluntarily chosen to be subject to this rule and Rule
1003 REDUCED-EMISSION FLEET VEHICLES/ALTERNATIVE FUELS.
219 FLEET VEHICLE IDENTIFICATION NUMBER: A number assigned to
a fleet motor vehicle by the fleet operator and used to
identify the vehicle for record-keeping purposes.
220 FUELING SYSTEM RETROFIT CERTIFICATE: A written statement
issued by the California Bureau of Automotive Repair
verifying that a fueling system retrofit kit meets State of
California emission standards for either a base vehicle,
TLEV, LEV, ULEV, or ZEV.
221 MOBILE SOURCE EMISSION REDUCTION CREDIT (MERC): Actual
emissions reductions that are registered with the District
in accordance with the requirements of Rule 1005 MOBILE
SOURCE EMISSION REDUCTION CREDITS/BANKING.
222 MODEL YEAR: The year in which a motor vehicle is
manufactured, as encoded in the vehicle identification
number (VIN).
223 MOTOR VEHICLE, OR VEHICLE: Any self-propelled motorized
transportation device of any vehicle weight classification,
or combination of such classifications, that is certified
by the California Air Resources Board for, and designed
for, on-road use.
224 OBLIGATION: The requirement of a fleet operator to reduce
emissions of reactive organic gases (ROG) and/or oxides of
nitrogen (NOx), when adding, replacing, or repowering
vehicles in a fleet; or when rebuilding the engine in a
fleet vehicle. Obligation is expressed in terms of the
average pounds of emissions per vehicle per year.
225 OTTO-CYCLE ENGINE: A vehicle engine classified by the
California Air Resources Board as an "otto-cycle engine."
226 PREVIOUSLY CLAIMED REV: A REV which has been used to meet
an obligation or generate MERC/CAP (or local equivalent
thereof), anywhere in California.
227 PUBLIC PURPOSE: Any federal, state, regional,
special district, or local governmental function,
including military activities.
228 REACTIVE ORGANIC GAS (ROG): Any organic gas containing
carbon except: methane, carbon monoxide, carbon dioxide,
carbonic acid, metallic carbides or carbonates, ammonium
carbonates, and halogenated hydrocarbons.
229 REBUILT ENGINE: A motor vehicle engine in which the
crankshaft and/or pistons have been removed to allow for
the repair and/or replacement of any internal engine
components, in a vehicle more than three (3) model years
old.
230 REDUCED-EMISSION VEHICLE (REV): Any motor vehicle that is:
230.1 Certified by the California Air Resources Board as
one of the following:
a. Transitional low-emission vehicle (TLEV).
b. Low-emission vehicle (LEV).
c. Ultra-low-emission vehicle (ULEV).
d. Zero-emission vehicle (ZEV), or
230.2 A heavy-duty vehicle meeting either:
a. California Air Resources Board-certified low-emission
standards, or
b. A heavy-duty vehicle powered by an engine
certified to one of the federal clean fuel fleet
emission standards for heavy-duty engines (40 CFR
Section 88.105-94). LEV (on California fuel),
ULEV, or ZEV standards (40 CFR Parts 86 and 88).
The LEV standard is 3.5 g/bhp-hr NMHC+NOx for
certification on California diesel fuel. The
ULEV standard is 2.5 g/bhp-hr NMHC+NOx, and the
ZEV standard is zero NMHC+NOx. Heavy-duty
engines certified to the federal LEV (on
California fuel), ULEV, and ZEV standards are to
be considered as 3.5, 2.5, and zero g/bhp-hr NOx
engines, respectively, for the purpose of
calculating compliance with Rule 1003.
c. Reduced emission standards for NOx, or combined
hydrocarbons plus NOx, may be adopted by the
federal Environmental Protection Agency or the
California Air Resources Board. As used in this
Section, "reduced emission" means that the
numerical value of the reduced emission standard
is less than the numerical value of the highest
NOx standard otherwise applicable in the
Sacramento area to the engine and application
under consideration.
231 REPORTING YEAR: The most recently completed 12 calendar
months prior to the submittal date.
232 REPOWERED ENGINE: A new engine which is placed into
service in a motor vehicle more than three (3) model years
old.
233 SNAPSHOT DATE:
233.1 A weekday during the last month of the fleet
operator's initial reporting year. The fleet
operator selects the snapshot date pertaining to the
fleet operator's fleet.
233.2 For the purposes of Section 402.3, the Air Pollution
Control Officer will assume that the fleet's
characteristics on its snapshot date typify that
fleet's characteristics during the entire reporting
year.
234 SUBMITTAL DATE: The annual deadline for submittal of a
fleet inventory report to the Air Pollution Control
Officer. The submittal date shall be established by the
Air Pollution Control Officer.
235 SUBMITTAL NOTICE: A notice issued annually by the Air
Pollution Control Officer to fleet operators specifying the
submittal date.
236 TRANSITORY VEHICLES: A vehicle or vehicles which is (are)
part of a larger fleet under the same common ownership,
brought into the local fleet for a period of time not to
exceed twelve (12) months, and following that time is (are)
removed from the local fleet.
237 USED REV: A used vehicle that is a REV, which has not been
previously claimed.
238 USED VEHICLE:
238.1 Any motor vehicle which has had one or more changes
in ownership recorded by the California Department
of Motor Vehicles, or comparable agency in any other
state, province, or country; or
238.2 Any motor vehicle, recorded in another state,
province, or country, which is subsequently recorded
by the California Department of motor vehicles, and
for which there is no change of ownership.
239 VEHICLE WEIGHT CLASSIFICATION: A motor vehicle
classification that is one of the following:
239.1 Light-duty vehicle: This class includes:
a. Passenger car: any vehicle designed primarily
for transportation of persons and having a design
capacity of 12 persons or less, and rated at 0-3,750
pounds test weight, or
b. Light-duty truck: any motor vehicle rated at
6,000 pounds gross vehicle weight or less which
is designed primarily for purposes of
transportation of property or is a derivative of
such vehicle.
239.2 Medium-duty vehicle: This class includes any motor
vehicle having a gross vehicle weight (GVR) of
6,001-14,000 pounds.
239.3 Heavy-duty vehicle: This class includes any motor
vehicle with a gross vehicle weight rating of over
14,000 pounds.
a. Medium-heavy-duty vehicle (MHD): This class
includes any motor vehicle, or a combination of
a motor vehicle and semi-trailer or trailers with
a total gross vehicle weight of 14,001 to 33,000
pounds.
b. Heavy-heavy-duty vehicle (HHD): This class
includes any motor vehicle, or a combination of
a motor vehicle and semi-trailer or trailers with
a total gross vehicle weight of more than 33,000
pounds.
300 STANDARDS
301 FLEET STATUS: For the purposes of this rule, a fleet
operator shall remain subject to this rule until the Air
Pollution Control Officer determines the fleet operator is
no longer operating a fleet.
302 FLEET INVENTORY REPORT:
302.1 The fleet operator shall annually prepare a fleet
inventory report no later than the submittal date
assigned to the fleet operator by the Air Pollution
Control Officer.
302.2 The fleet inventory report shall:
a. Contain the information specified in Sections 402
(for a fleet's first inventory report) or 403
(for fleet inventory reports subsequent to the
first fleet inventory report) and, if applicable,
Sections 404, 405, and/or 406.
b. Be on a medium issued by or approved in writing
by the Air Pollution Control Officer, and
c. Be in a format either developed by or approved in
writing by the Air Pollution Control Officer.
302.3 The fleet operator shall submit the first and
subsequent fleet inventory reports to the Air
Pollution Control Officer no later than the
submittal date.
400 ADMINISTRATIVE REQUIREMENTS
401 INITIAL CONTACT: Within 90 days of becoming subject to
this rule, all fleet operators shall provide the Air
Pollution Control Officer with the following information in
writing regarding their fleets:
401.1 The name, address, telephone number, and fax number
of the fleet operator; and
401.2 The name, title, address, telephone number, and fax
number of the person who will prepare the fleet
inventory report on behalf of the fleet operator;
and
401.3 The federal standard industrial classification (SIC)
code that most closely corresponds to the business
or agency operating the fleet; and
401.4 The number of active vehicles in the fleet on the
date the fleet became subject to this rule.
402 FIRST FLEET INVENTORY REPORT: The first fleet inventory
report prepared for a fleet shall contain the following
information regarding that fleet:
402.1 The fleet account number assigned to the fleet by
the Air Pollution Control Officer.
402.2 The information required by Sections 401.1 through
401.3
402.3 Data from the snapshot date regarding the following
information for each active motor vehicle in the
fleet:
a. The vehicle identification number (VIN).
b. The odometer reading on the date when the motor
vehicle was: repowered, rebuilt, or added to the
fleet as an active motor vehicle (optional).
402.4 The following information regarding each active
vehicle in the fleet that, during the reporting
year, was: repowered, rebuilt, or added to the
fleet:
a. The vehicle identification number (VIN).
b. The fleet vehicle identification number assigned
to the motor vehicle by the fleet operator.
c. The license plate number.
d. The emission classification.
e. The vehicle weight classification.
f. The date the motor vehicle was added to the fleet
as an active vehicle.
g. The odometer reading on the date when the motor
vehicle was: repowered, rebuilt, or added to the
fleet as an active motor vehicle (optional).
h. Whether the motor vehicle possesses an
alternative fuel retrofit system and if so, the
type or types of fuel used by that system.
i. A copy of the fueling system retrofit certificate
for every active vehicle in the fleet that is
being claimed by the fleet operator as a REV.
j. A confirmation by the fleet operator as to
whether the vehicle was a:
1. Previously claimed REV, or
2. Used REV.
403 SUBSEQUENT FLEET INVENTORY REPORTS: Fleet inventory
reports submitted to the Air Pollution Control Officer
following the first fleet inventory report shall contain
the following information regarding the fleet:
403.1 The fleet account number assigned to the fleet by
the Air Pollution Control Officer.
403.2 The information required by Sections 401.1 through
401.3.
403.3 The following information regarding each active
vehicle in the fleet that, during the reporting
year, was: repowered, rebuilt, or added to the
fleet:
a. The vehicle identification number (VIN).
b. The fleet vehicle identification number assigned
to the motor vehicle by the fleet operator.
c. The license plate number.
d. The emission classification.
e. The vehicle weight classification.
f. The date the motor vehicle was added to the fleet
as an active vehicle.
g. The odometer reading on the date when the motor
vehicle was: repowered, rebuilt, or added to the
fleet as an active motor vehicle (optional).
h. Whether the motor vehicle possesses an
alternative fuel retrofit system and if so, the
type or types of fuel used by that system.
i. A copy of the fueling system retrofit certificate
for every active vehicle in the fleet that is
being claimed by the fleet operator as a REV.
j. A confirmation by the fleet operator as to
whether the vehicle was a:
1. Previously claimed REV, or
2. Used REV.
403.4 The following information regarding each fleet motor
vehicle deactivated during the reporting year:
a. The vehicle identification number (VIN).
b. The fleet vehicle identification number assigned
to the motor vehicle by the fleet operator.
c. The date the motor vehicle was deactivated.
d. The odometer reading on the date when the motor
vehicle was deactivated (optional).
404 FUEL REPORTING: A fleet operator who requests a MERC or
CAP (pursuant to Rule 1003 REDUCED-EMISSION FLEET
VEHICLES/ALTERNATIVE FUELS and/or Rule 1005 MOBILE SOURCE
EMISSION REDUCTION CREDITS/BANKING) for the use of an
alternative fuel in a fleet vehicle shall also include in
the fleet inventory report the following information
relative to each such vehicle:
404.1 The types of fuel used during the reporting year to
power the motor vehicle,
404.2 The percentage by volume of each fuel used during
the reporting year to power the motor vehicle (where
1 therm of gaseous fuel = 1 gallon of liquid fuel =
1 kilowatt-hour of electricity), and
404.3 The vehicle identification number.
405 TRANSITORY VEHICLE RECORDS: In order to qualify for a
transitory vehicle exemption in Rule 1003 REDUCED-EMISSION
FLEET VEHICLES/ALTERNATIVE FUELS, the fleet operator shall
include in the fleet inventory report the following records
for each transitory vehicle:
405.1 The vehicle identification number, and
405.2 The date the transitory vehicle was put into service
with the fleet, and
405.3 The date the transitory vehicle was removed from
service with the fleet, and
405.4 The disposition of the transitory vehicle, after it
was removed from service with the fleet.
406 EXCHANGE VEHICLE RECORDS: In order to qualify for an
exchange vehicle exemption in Rule 1003 REDUCED-EMISSION
FLEET VEHICLES/ALTERNATIVE FUELS, the fleet operator shall
include in the fleet inventory report the following records
for each exchange vehicle:
406.1 The vehicle identification numbers, and
406.2 The date the exchange vehicle was put into service
with the fleet, and
406.3 The date the exchange vehicle was removed from
service with the fleet, and
406.4 The model year and engine class of the exchange
vehicle brought into the District, and
406.5 The model year and engine class of the exchange
vehicle taken out of the District, and
406.6 The disposition of the exchange vehicle, after it
was removed from service with the fleet.
407 TRADE SECRETS: Upon submitting a fleet inventory report to
the Air Pollution Control Officer, the fleet operator may
designate in the report which data are trade secrets
pursuant to the California Public Records Act, commencing
at California Government Code Section 6250.
408 TIMING: The Air Pollution Control Officer shall review the
fleet inventory report to determine whether it complies
with the requirements of Sections 402 (for a fleet's first
inventory report) or 403 (for fleet inventory reports
subsequent to the first fleet inventory report) and, if
applicable, Sections 404, 405, and/or 406. If the Air
Pollution Control Officer determines that a fleet inventory
report does not meet the requirements of those sections,
the Air Pollution Control Officer shall return the
inventory report to the fleet operator who submitted it.
Along with the returned report, the Air Pollution Control
Officer shall include a description of the report's
deficiencies. The fleet operator shall correct the
deficiencies and return the corrected inventory report to
the Air Pollution Control Officer within 30 days of
receiving the Air Pollution Control Officer's description
of the report's deficiencies.
500 MONITORING AND RECORDS
501 FLEET RECORDS: A fleet operator shall retain the records
of each fleet vehicle for 3 years after reporting and shall
make such records available for review by the Air Pollution
Control Officer upon request.