Transportation Fuels Reporting System IDIR Manual V1.0
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TRANSPORTATION FUELS REPORTING SYSTEM
IDIR USER GUIDE v1.0
B.C. MINISTRY OF ENERGY,
MINES AND PETROLEUM RESOURCES
JANUARY 24, 2019
Transportation Fuels Reporting System (TFRS) Manual
Table of Contents
I. Background ........................................................................................................................ 2
II. Accessibility ....................................................................................................................... 3
Logging In ......................................................................................................................................3
Logging Out ...................................................................................................................................3
Interpreting Button Colours ...........................................................................................................3
Tables ............................................................................................................................................4
III. Navigating the TFRS Application ....................................................................................... 5
Display name and Organization ......................................................................................................5
Credit Transactions page ................................................................................................................5
Credit Balance ......................................................................................................................................................5
Credit Transactions Table .....................................................................................................................................6
Columns ...............................................................................................................................................................6
Credit Transactions Statuses ................................................................................................................................7
View Transaction Details ......................................................................................................................................7
Download as .xls...................................................................................................................................................8
New Credit Transaction ........................................................................................................................................8
Fuel Suppliers ................................................................................................................................9
Create Organization ...........................................................................................................................................10
Company Details ................................................................................................................................................10
Administration............................................................................................................................. 12
Historical Data Entry ..........................................................................................................................................12
User Activity .......................................................................................................................................................14
Users ..................................................................................................................................................................14
Roles ...................................................................................................................................................................15
Secure File Submission ................................................................................................................. 16
Settings ....................................................................................................................................... 17
Notifications .......................................................................................................................................................17
User Profile.........................................................................................................................................................18
Notifications: ............................................................................................................................... 19
Questions and Comments? ........................................................................................................... 20
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I. Background
The Transportation Fuels Reporting System (TFRS) is an online application for Part 3 fuel
suppliers to manage their compliance obligations under the Greenhouse Gas Reduction
(Renewable and Low Carbon Fuel Requirements) Act and the Renewable and Low Carbon Fuel
Requirements Regulation (known collectively as the BC-LCFS).
The Ministry of Energy, Mines and Petroleum Resources is taking an Agile approach to software
development, which places an emphasis on engaging end-users during product development
and delivering continuous value by building and releasing features iteratively. The TFRS
development team is committed to following the latest best practices for Agile software
development, as outlined in the Office of the Chief Information Officer’s (OCIO) digital toolkit.
Leveraging Agile’s iterative approach, the initial release of TFRS enables users to:
View their credit balance
View a history of their credit transactions (credit transfers, Part 3 awards, validations,
and reductions)
As the development of TFRS continues, new features will be introduced so that, once
completed, TFRS will enable users to:
Transfer validated credits between Part 3 fuel suppliers
Receive credits for the completion of designated milestones under Part 3 Agreements
Have credits validated from the supply of low carbon fuels
Manage their organization’s users
Receive notifications
Securely submit files
Complete compliance reports and exclusion reports
Additional TFRS resources:
TFRS Project Documentation: https://github.com/bcgov/tfrs/wiki
TFRS Releases Documentation: https://github.com/bcgov/tfrs/releases
TFRS Feature Development Tracking: https://trello.com/b/O9L8CXes
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II. Accessibility
Logging In
The TFRS web application can be accessed at https://lowcarbonfuels.gov.bc.ca, where you can
log in with your IDIR.
Logging Out
You can find the log out option at the top right of the screen in a dropdown menu where your
name is displayed:
Interpreting Button Colours
The buttons on the interface are coloured to correspond to different actions, which are shown
generally below.
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Tables
Referring to the diagram below, you can sort data in the different tables in TFRS by clicking on
the column header (shown in red). A line across the top of the header indicates an ascending
list (lowest to highest), while clicking again will show a line across the bottom of the header,
indicating the list is sorted descending.
You can also filter the list by typing values into the blank spaces immediately underneath the
column headers as pictured (below in blue):
To view additional details about an entry in a table, simply place your mouse over the row and
click anywhere within that row.
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III. Navigating the TFRS Application
Display name and Organization
After logging in, you will see your display name and your organization listed at the top right of
the application.
Credit Transactions page
The Credit Transactions page is the main landing page for the first release of TFRS. This page
provides an overview of the credit market, including all of the historical credit transactions todate (credit transfers, Part 3 awards, validations, reductions).
Credit Balance
The credit balance of all organizations (i.e. the entire credit market) is displayed in real time in
the top right-hand corner of the webpage.
To view an individual organization’s credit balance, select the organization from the drop-down
menu.
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Credit Transactions Table
The main credit transactions table displays all of the historical credit transactions from all
organizations, including credit transfers, Part 3 awards, validations and reductions. This table
will update in real time as new credit transactions are approved or declined.
To view the credit transactions that pertain to a single organization, select that organization
from the drop-down menu on the top-right side of the page.
Columns
This section provides a description of each column in the Credit Transactions table.
The transaction types are:
Credit Transfer
o The transfer of validated credits between two Part 3 fuel suppliers.
Part 3 Award
o Credits awarded for the completion of a designated milestone under a Part 3
Agreement.
Validation
o Validation of credits accrued through the supply of low carbon fuels.
Reduction
o A reduction in credit balance from (1) applying previously validated credits to
offset a net debit balance, or (2) revised compliance reporting.
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The table below provides a description of the remaining columns based on the type of credit
transaction.
Column in TFRS
Credit Transfer
ID
Part 3 Award
Validation
Reduction
A unique ID given to each credit transaction entry
Compliance Period
The compliance
period in which the
transfer occurred
The compliance
period in which the
Part 3 Award was
issued
The compliance
period in which the
validation relates
The compliance
period in which the
reduction relates
Credits From
The Part 3 fuel
supplier who is
selling or otherwise
transferring credits
N/A
N/A
The Part 3 fuel
supplier in which the
Reduction pertains
Credits To
The Part 3 fuel
supplier who is
buying or otherwise
acquiring credits
The Part 3 fuel
supplier in which the
Part 3 Award
pertains
The Part 3 fuel
supplier in which the
validation pertains
N/A
Quantity of Credits
Number of credits
transferred
Number of credits
awarded
Number of credits
validated
Number of credits
reduced
Value per Credit
Fair market value
per credit ($CAD)
N/A
N/A
N/A
Last Updated
The date the transaction was last updated. In this initial release of TFRS, this will be the
date the transaction was entered into the TFRS application.
Credit Transactions Statuses
Approved
o The credit transaction was approved by the Director under the Act.
Declined
o The Director under the Act declined to approve the credit transaction.
View Transaction Details
Clicking anywhere within the row of a particular transaction will take you to the view
transaction details page, where additional information is provided with respect to that
transaction (see screenshot on next page).
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Download as .xls
The
spreadsheet.
button allows the user to download the raw data in an excel
New Credit Transaction
The New Credit Transaction button shown below is a feature that is still under development
and should not be used in this first release.
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Fuel Suppliers
Clicking on the Fuel Suppliers tab takes you to the complete list of recognized Part 3 fuel
suppliers. This page contains each organization’s credit balance, status, and last credit
transaction.
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Create Organization
The
button allows the user to create new organizations in TFRS.
An organization’s status can be either active or inactive. An active status indicates that the
organization is currently supplying fuel to British Columbia. An inactive status indicates that the
organization supplied fuel to British Columbia in a previous compliance period, but is no longer
actively supplying fuel.
An organization’s status determines the actions that the organization is permitted to take. An
active organization is permitted to buy and sell low carbon fuel credits; an inactive organization
is either (1) permitted to only sell low carbon fuel credits if they have a non-zero credit balance
(credits generated when they were active), or (2) not permitted to buy and sell low carbon fuel
credits if they have a credit balance of zero.
Company Details
To view additional information about a specific organization, click on that organization’s
company name. An organization’s Company Details page provides information about a
company’s address, status, and users.
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The
button allows the user to edit the company’s details:
Organization name
Status
Permitted actions
Address
Clicking on a particular user provides additional details about that user, including a history of
their activity within TFRS.
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Administration
The Administration tab includes information about government users and roles, and includes
the Historical Data Entry feature.
Historical Data Entry
The Historical Data Entry feature allows the user to “manually” enter credit transactions (credit
transfers, Part 3 awards, validations, and reductions) that have been approved outside of the
TFRS system.
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To record a credit transaction that has been approved by the Director outside of TFRS, enter
the details of the transaction within the Historical Data Entry page. The table below provides
additional information with respect to the different input fields.
Credit Transfer
Part 3 Award
Validation
Reduction
Effective Date
Director’s approval
or
Requested approval
date
Director’s approval
Director’s approval
Director’s approval
Transfer Type
Credit Transfer
Part 3 Award
Validation
Reduction
Credits From
The Part 3 fuel
supplier who is
selling or otherwise
transferring credits
N/A
N/A
The Part 3 fuel
supplier in which the
Reduction pertains
Credits To
The Part 3 fuel
supplier who is
buying or otherwise
acquiring credits
The Part 3 fuel
supplier in which the
Part 3 Award
pertains
The Part 3 fuel
supplier in which the
Validation pertains
N/A
Compliance Period
The compliance
period in which the
transfer occurred
(was approved)
The compliance
period in which the
Part 3 Award was
issued
The compliance
period in which the
Validation relates †
The compliance
period in which the
Reduction relates
Number of Credits
Number of credits
transferred
Number of credits
awarded
Number of credits
validated
Number of credits
reduced
Dollar per Credit
Fair market value
per credit ($CAD)
N/A
N/A
N/A
Zero Dollar Reason
If a zero dollar
transfer, select
reason: affiliate or
other
N/A
N/A
N/A
Ref #: XXXXXXX. A
reduction from
applying previously
Ref #: XXXXXXX.
validated credits to
If a zero dollar
Awarded for the
Ref #: XXXXXXX.
offset a net debit
transfer, and the
completion of
Validated based on
balance in the YYYY
reason selected is
Schedule B.1
compliance
Note
compliance period.
‘other’, enter
milestone in the
reporting for the
or
rationale for the
YYYY Part 3
YYYY compliance
zero dollar price
Agreement ("project
period.
Ref #: XXXXXXX. A
(e.g. correcting fuel
name").
reduction from the
delivery error, etc.)
correction of an
error in the ...
† If a credit validation letter refers to more than one compliance period (i.e. a multi-year validation letter) then
enter one transaction for each compliance period
Ref #: XXXXXXX.
Once the details of a transaction have been entered into the relevant input fields, click on the
button. The transaction will then be added into the queue table at the bottom of
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the page. Queued transactions are not visible to fuel suppliers and can be edited or deleted by
clicking on the corresponding icons on the right-hand side of the transaction entry within the
queue table.
Once you have added the transaction(s) to the queue, click on the
button at the
bottom of the page to complete the transaction. Once committed, the transaction will be
visible to fuel suppliers. Exercise caution when committing transactions as this action cannot
be undone by a government user; only a developer can remove a transaction once
committed.
It is strongly recommended not to leave transactions in the queue for an extended period of
time. The queue is designed to allow transactions to be reviewed to ensure that there are no
mistakes, and not to store “upcoming” transactions.
Once a transaction has been successfully committed, the new transaction will appear in the
Credit Transactions table on the Credit Transactions page.
User Activity
The User Activity page tracks all of the actions taken by government users in TFRS. This feature
ensures a level of accountability and assists in auditing.
Users
The Users table lists all of the government users that are in TFRS. A user with an active status is
able to login to TFRS whereas a user with an inactive status will not be able to login to TFRS.
The inactive status is used to restrict access to TFRS in the event that a particular user leaves
government or otherwise no longer needs access to TFRS.
Clicking on a user within the table will take you to the user’s details page, which provides
additional information about the user; the User Activity table tracks all of the actions that a
particular user has taken in TFRS.
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Roles
The Roles tab provides a complete list of roles in TFRS, including government and fuel supplier
roles. Clicking on a particular role will show you the specific permissions that are associated
with that role. A user can be granted one or more roles.
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Secure File Submission
The Secure File Submission feature is still under development and should not be used in this
first release of TFRS.
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Settings
The settings page contains user-specific settings to customize additional features in TFRS.
Notifications
The notifications tab allows you to customize the types of notifications you receive. This feature
is user specific; meaning each user can set their own unique notification preferences. To receive
notifications by email or in-app, simply use the checkboxes to select the relevant notifications
you would like to receive and then click the Save button.
For this first release of TFRS, the only working notifications are the ‘Director Approval’ and
‘Director Declined to Approve’ for Credit Transfer Proposals and Part 3 Awards, Credit
Validations, and Credit Reductions. The remaining notification options will become active in
future TFRS releases.
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User Profile
The User Profile tab within the Settings section allows the user to add and update relevant
contact information, such as phone numbers, email, and job title. To update your information,
simply type it in to the relevant field and click Save User.
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Notifications:
To view your notifications, click on the bell icon in the top right-hand corner of the webpage.
The number within the red circle on the bell icon indicates the number of unread notifications.
The notifications page provides a number of options to the user, including marking notifications
as read/unread and archiving. Archiving a notification entry removes it from the table; this
action cannot be undone. Clicking on a notification, such as “Credit Validation Approved”, will
take the user to the details page for that particular transaction and mark the notification as
read.
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Questions and Comments?
Questions and comments with respect to TFRS?
Contact the Product Owner of TFRS at Justin.Lepitzki@gov.bc.ca
Questions about IDIR?
Contact the 7-7000 Service Desk at 250.387.7000 or 77000@gov.bc.ca.
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