Electric Vehicles: Are You Ready for the New Load?

APPA National Conference James Ellis New Orleans Senior Director Utility Solutions ChargePoint, Inc. June© 2018 18, ChargePoint, 2018 Inc. | Proprietary and Confidential | Do Not Distribute james ellis@chargepoint com Contents

1. Who is ChargePoint? 2. Utility EV Primer 3. Market Snapshot 4. Utility EV Readiness

Market Environmental Category Industry Superior Services Leadership Impact Leadership Recognition and Support

+ 5,000+ customers + Avoided >39 million + Founded 2007 + 24/7 driver support and + 50,000+ charging gallons of gas, + $300M Invested centralized station spots >124 million kg of + ~500 Employees monitoring CO and >131M kg + 800+ DC fast spots 2 + Partnering with major + Remote diagnosis, of GHG emissions autos, integrated repair and upgrade of + 939 million electric in-vehicle and stations miles driven on navigation systems + Preventative ChargePoint + Dedicated utility and maintenance programs Network policy teams

Get everyone behind the wheel of an EV and give them charging wherever they go.

Out of Town

Home

Work Around Town

Convenient and connected charging for home, work, around town and out of town.

Single Family Multi-Family, Commercial/Municipal, On-Route, Home Fleet Mixed Use Commercial

Home CPF25 CT4000 CPE100 CPE200 CPE250 Express Plus Level 2 Level 2 Level 2 24kW 50kW 62.5kW 500kW Fast DC Chargers Ultra-fast DC Chargers

B2B B2C

Commercial Home Driver Advocacy Charging SaaS Station Support Partners Charging Services Policy and Level 2 and Cloud-based station Reporting, analytics, Connecting the Networked Free 24/7 awareness Express DC management services daily support and EV ecosystem residential support, mobile programs to fast chargers ongoing coverage from OEMs to charging app, reporting promote EV autos to utilities integrates and exclusive adoption and beyond with other promotions charging activity

EV Drivers Utilities Sells charging stations to Site Hosts Pay Site Hosts to charge Assist their customers Sells annual Cloud Services license fee (if applicable) in deploying charging Infrastructure

Site Hosts Site Hosts Site Hosts Buy energy to be used as Buy charging stations Set driver pricing and access transportation fuel from Utilities and/or networked services policies to align with host from ChargePoint business and revenue goals © 2018 ChargePoint, Inc. 9 Comprehensive Management Solution for Station Owners, Drivers, and Stakeholders For the Stakeholder For the Station Owner

For the Driver

+ Overall load growth is flat to declining in many regions, putting upward pressure on rates + Transportation electrification is a rare win/win/win providing benefits for the utility, customers, and society + Opportunity to offer new products and services for customers as energy usage changes + Engagement helps provide visibility into unplanned load growth + EVs are a key element of the distributed energy future requiring new planning and integration processes to manage customer experience expectations + Potential for partial investment in charging infrastructure, leading to improved data, planning and load management + Establish smart charging habits today to support future wide scale adoption …but most utilities do not have EV Readiness Plans! © 2018 ChargePoint, Inc. 11 Elements of Utility EV Readiness Internal Call Center Employee Utility Planning & & Business & Fleet Champion Forecasting Processes Programs

Regional Customer Policy Education Planning Programs

Visibility into Vehicle Load EV & TOU Smart EV Load Grid Rates Charging Growth Integration

© 2018 ChargePoint, Inc. 12 EVs Provide a Beneficial Load for the Grid + Smart EV load growth can provide many utility benefits including: • Increased system utilization • Flexible load • Smart-grid/micro-grid enabler • Support renewables integration • New customer touch point • Downward pressure on rates + As well as societal benefits: • Improved air quality • Reduced GHG emissions • Support local economic development

Source: E3 (2017). “Cost-Benefit Analysis of Plug-in Electric Vehicle Adoption in • Improve energy security and resiliency the AEP Ohio Service Territory”

78% Home

16% Work

5% Public

+ 1% Driving

Source: 2001 National Household Travel Survey; GM Data Analysis (Tate/Savagian) – SAE paper 2009-01-1311

+ Different use cases can provide different value to the grid + Profiles are aggregated loads from groups of customers for each use case • Meant to capture trends only, actual profiles vary by customer! • Scaling is arbitrary to emphasize relative trends

120VAC Trickle Single 12A 1.4kW Level 1 (L1) 18+hr 5 Phase

On-board 15A 3.3kW 8hr 12 Normal 240VAC Single Level 2 (L2) Phase 30A 6.6kW 4hr 25

480VAC DC Fast DC Fast 50kW Charge (DC Off-board <30min 200 3-phase L2)

SAE J1772 SAE J17772 CHAdeMO Tesla (AC) CCS (DC) (DC)

Connector

Vehicle Inlet

L1 & L2 DC L2 DC L2 L2 & SC

© 2018 ChargePoint, Inc. 17 Plug-In Electric Vehicle (PEV) Terminology PHEV BEV EREV + Plug-in Hybrid + Battery Electric + Extended Range + Gas + Plug + Plug Only + Plug w/ onboard + Electric assist generator – gas back-up

Plug-In Hybrid EV PHEV Toyota Prius Prime Chevy Volt Toyota Prius Plug-in Cadillac ELR Mercedez S 550

BMW 740e Chrysler Pacifica Plug-In Ford Fusion Energi BMW X5 xDrive40e Ford C-Max Energi Volvo XC90 Plug-In Models

BMW 330e Hyundai Sonata Plug-In BMW i8 Porsche Panamera S E Porsche Cayenne S E Audi A3 e-tron

Battery EV 34+ currently available BEV with many more coming in 2018 Toyota Rav 4 EV Honda Fit smart EV Ford Focus Electric Fiat 500 E

BEV with DC Fast Charge Chevy Bolt EV Nissan LEAF BMW i3 Tesla Model S Tesla Model X

Tesla Model 3 Nissan Leaf Smart fortwo Chevrolet Bolt Hyundai Kona coming soon

Volkswagon eGolf Tesla Model S Tesla Model X Jaguar I Pace Audi e tron Quattro coming soon coming soon BEV

Chevrolet Spark Kia Soul Fiat 500e Lucid Air Porsche Mission e coming soon coming soon

Chevrolet Volt Toyota Prius Toyota Prius BMW i8 Honda Clarity* Volvo S90 T8 BMW 330e Subaru Viziv Prime Plug In iperformance

Land Rover BMW i3 Ford Fusion Energi Audi A3 etron Ford C-Max Hyundai Ioniq* Mercedes Benz BMW 740e Range Rover Energi c350e iperformance Sport P400e

PHEV BMW X5 40e Porsche Cayenne Mini Cooper Porsche Panamera Kia Optima Chrysler Pacifica Mitsubishi XDrive SE Hybrid Countryman SE Hybrid Outlander

Ford Focus Volvo XC90 T8 Hyundai Sonata Volvo X60 T8 Kia Niro* Cadillac CT6 Karma Revero

© 2018 ChargePoint, Inc. * Available as PHE and BEV 22 EV Trends + Battery costs are decreasing quickly + All electric range increasing • Chevy Volt 2nd Generation jumps from 38 to 50+ miles • Several new BEVs will have 200+ miles of range • Battery costs continue to plummet; Tesla’s Gigafactory ramping up + EV model selection is increasing + Ultra-fast DCFC now on the horizon • Many news BEVs now likely to include 100+ kW charging as standard (Level 3) • Automakers a talking about 800+ volt, 300+ kW DCFC charging capability + Automaker Commitments to electrification

Source: BNEF

EV Forecast 2016-2024 (US) 6,000,000 5,000,000 4,000,000 3,000,000 2,000,000 1,000,000 - 2016 2017 2018 2019 2020 2021 2022 2023 2024

EV Sales Cumulative EV's

Source: Navigant Research

Percent of Light Duty Vehicles Sales that are Electric 5.00% 4.50% 4.00% 3.50% 3.00% 2.50% 2.00% 1.50% 1.00% 0.50% 0.00% 2016 2017 2018 2019 2020 2021 2022 2023 2024

Source: Navigant Research

EV Sales by Year 250000 250K estimated

200000

150000

100000

50000

0 2011 2012 2013 2014 2015 2016 2017 2018 Total EVs 18,471 53,378 97,861 12,2546 11,5312 158,121 199,826 99,408

Source: Baum Already 99,408 through

© 2018 ChargePoint, Inc. May 2018 27 EVs on Threshold of Mass Market Adoption $30K Price Point & 200 Mile Range Critical Cost & Performance Thresholds 200 Mile-Range BEV Pricing and Buyers’ Willingness to Pay (‘000 dollars, %) 2011–2030

Availability of ~200 mile Model 3, Bolt, LEAF & others in 2018 moves the BEV into mass market

Source: Bloomberg New Energy Finance

Range Price* Availability Model 3

215 miles $35K Now

Chevy Bolt

238 miles $37.5K Now

© 2018 ChargePoint, Inc. *Federal and other incentives may drive prices lower 29 Top Ten EV/PHEV States Rank State Q4'17 1 California 333,660 2 Washington 29,895 3 Florida 27,693 4 New York 25,823 5 Texas 25,209 6 Georgia 18,837 7 Oregon 15,822 8 Illinois 15,596 9 New Jersey 14,741 10 Michigan 14,702

Rank Metro Q4'17 Rank Metro Q4'17 1 Los Angeles 126,311 21 Baltimore 6,406 2 San Francisco 65,560 22 Santa Rosa 6,388 3 San Jose 46,867 23 Houston 5,711 4 NY-NJ-PA 29,098 24 Austin 5,459 5 San Diego 24,520 25 Honolulu 5,409 6 Seattle 22,200 26 Minneapolis 5,385 7 Riverside, CA 17,841 27 Tampa Bay 4,155 8 Atlanta 16,775 28 Las Vegas 4,120 9 Wash DC 13,429 29 Orlando 3,587 10 Chicago 13,352 30 Santa Cruz 3,349 11 Sacramento 12,685 31 Fresno 3,325 12 Portland 12,355 32 St. Louis 3,070 13 Phoenix 11,509 33 Salt Lake City 2,983 14 Miami 10,921 34 Bridgeport, CT 2,814 15 Boston 10,284 35 Nashville 2,662 16 Dallas-Ft Worth 9,841 36 Kansas City 2,636 17 Detroit 9,402 37 Vallejo, CA 2,524 18 Philadelphia 8,543 38 Columbus, OH 2,519 19 Denver 7,043 39 Raleigh, NC 2,514 31 20 © Oxnard2018 ChargePoint, Inc. 6 615 Source: Polk (no GEM NEVs) 40 Charlotte NC 2 473 Charging vs Idle Time by Vertical

Retail 80 59

Municipal 108 71

Education 133 102 Avg. Charging time (min) Avg. Idle time (min) Other Verticals 130 139

Workplace 149 141

Parking 167 204

0 50 100 150 200 250 300 350 400

Solutions for Solutions for Solutions for Utility Employees Utility Operations Utility Customers

Workplace Fleet Communities

+ Internal Programs and Applications + Customer Facing Programs + Hands on Experience

+ Electrify your utility fleet + Install charging stations at your facilities for employees + Build education messages on the value of electricity as fuel + Include EV adoption scenarios into your load forecast + Develop incentives for customers to tell you they have an EV + Train your call center employees to address customer EV questions + Engage with regional groups to encourage collaboration and planning + Champion your own product! + Be the resource for transit and community transportation planning © 2018 ChargePoint, Inc. 35 Utility EV Readiness - Program Applications

Solutions for Solutions for Solutions for Utility Employees Utility Operations Utility Customers

Workplace Fleet Communities

+ Internal Programs and Applications + Customer Facing Programs + Hands on Experience

© 2018 ChargePoint, Inc. 36 Education and Outreach – “Electricity as Fuel” Internal External + Digital + Digital + Call Center + Ride and Drive Customer Events + Fleet + Workplace Program 101 + Workplace Charging Program + Lunch and Learn + EV Ambassador Program + Market Resources + Employee Home Smart Charge Pilot + Trusted Advisory Role + Ride and Drive + Lunch and Learn

© 2018 ChargePoint, Inc. 37 Home Smart Charging Programs Demand Response Price Signals + Utilize DR capability to + ChargePoint Home has an modulate/curtail charging during embedded meter providing interval periods of grid stress level data + Examples: • Real-time power monitoring • Emergency curtailment • Power, energy, current, voltage • Default Charging Rates • Local data storage and encrypted communication tunnel + Monitor and verify actual load curtailment through embedded + Utility can use data for: metering • Utility bill sub-metering TOU • Off-bill incentive for off-peak charging

Attract & Increase Sales Attract New Attract & Retain Attract New Lower Cost of Retain Talent + Attract new, loyal Tenants + Connected and Customers Transportation + Increase customers + Increase property convenient + Drive revenue + Lower fueling & productivity + Increase time value + Reduce vacancy + Provide maintenance costs + Reach spent in your + Provide valued rates differentiating + Reach sustainability sustainability business amenity + Increase base amenity goals goals + Reach rents + Turnkey solutions for + Provide valued sustainability depot, public and benefit goals workplace charging + Integrated management and tracking

Utility Distribution Site Host Electrical Site Host EV Charger Service Facilities & Network 1 2 3

Utility pad Utility Electrical Panel, Conduit, Site Host EV Plug-in electric transformer Meter Disconnects, Pad, etc. Charger(s) & vehicle Services A) Business As Usual Utility/CIAC Site Host Investment B) Make-Ready Utility Investment Site Host Investment C) Utility Owner/Custodian Utility Investment (site host still has choice of solution and control of driver experience) D) Utility Rebate Utility Investment Site Host Investment © 2018 ChargePoint, Inc. Utility Rebate 40 EV Infrastructure Illustration

Utility 1 2 3 Site Host

UtilityDistribution Service Site Host Electrical Facilities Site Host EV Charger EcoSystem

Utility pad Utility Electrical Panel and Line Extension Site Host EV Plug-in electric vehicle transformer Meter Charger(s) & Services

Utility Service Connection Site Host EV Infrastructure EV Charger Demarcation Line Equipment & Services © 2018 ChargePoint, Inc. Make-Ready for EV Infrastructure • Utility seeks approval to rate base new service connection & “make-ready” • Utility extends service connection up to the charger pad • Utility executes perpetual easement with land owner Utility 1 2 3 Site Host

Utility Distribution Service Utility “make-ready” provides Site Host provides EV EV infrastructure installation infrastructure installation, O&M, & Charging Policies

Utility pad Utility Utility Owned Panel and Line Extension to Site Host EV Plug-in electric vehicle transformer Meter EV Charger pad Charger(s) & Services

Utility Service Connection AND New Make-Ready Line Site Host Owned Extension Charger(s)

• Utility covers all reasonable costs for service delivery • Site host installs and pays for electrical infrastructure • Utility provides rebate for “make-ready” and potentially EVSE costs • Site host provides qualifying EVSE, determines • Utility seeks approval to recover and potentially earn on incentive charging policies, and covers O&M

UtilityDistribution Service Site Host Electrical Facilities Site Host EV Charger EcoSystem 1 2 3

Utility pad Utility Electrical Panel and Line Extension Site Host EV Plug-in electric vehicle transformer Meter Charger(s) & Services

Utility Service Connection Site Host EV Infrastructure EV Charger Equipment & Demarcation Line Services

• Utility covers all reasonable costs for service delivery • Site host chooses qualifying EVSE • Utility installs and covers the costs for the make-ready and EVSE • Site host determines charging policies • Utility rate bases infrastructure and maintains station • Site pays participation contribution and energy costs

UtilityDistribution Service Site Host Electrical Facilities Site Host EV Charger EcoSystem 1 2 3

Utility pad Utility Electrical Panel and Line Extension Site Host EV Plug-in electric vehicle transformer Meter Charger(s) & Services

Utility Service Connection Site Host EV Infrastructure EV Charger Equipment & Services

SMART CHARGING Provides 360° view of charger utilization

Home Interval Level Data

Manage load via demand response or Around Town power sharing 15 minute clock aligned data via secure encrypted tunnel Load management capabilities Automate load management and data retrieval via standards based Fleet interfaces Work

© 2018 ChargePoint, Inc. 100+ kW Will Be The New 50 kW + Most new BEVs will be capable of charging at 100+ kW + Vehicles with 100+ kW charging will be seen as early as Q3 2016 + With 125 kW a car can get 73 miles in 10 minutes. At 50 kW this is only 29 miles. A higher power • Increases capacity of a given charging location • Reduces driver frustration

Hyundai Audi Porsche IONIQ e-tron quattro Mission e

& many more…

+ Functional design • Dual displays (10” LCD w/touch, 20” LCD touchscreen high-brightness LED for status) for driver interaction • Swing arm design to maximize reach • Includes two Power Modules • Supports industry standards (CCS1, Includes two Power Modules Support up to 3 CCS2, CHAdeMO) connectors types

• 31.25 kW each • 78 A output, 200 – 1000V • Remote power for chargers • Liquid cooled • Up to 4 modules per block • Up to 3 different connectors • Easily installed, no special tools • Each module can be shared with two • Liquid cooled cables or expertise needed dispensers • Modular component replacement • “Cube” configuration consists of 4 • Can house 2 power modules Power Blocks (16 modules – 500kW)

Combine dispensers, modules and cubes for unlimited power dispensing options with simple upgradability

© 2018 ChargePoint, Inc. Power of the Network Cloud services…. + Access control by time, vehicle, individuals or groups + Set varied pricing by time, energy or driver + Generate usage reports and track environmental figures + Remote station services support + Mange ROI, energy usage and cost + 24/7 remote support for drivers + Real-time availability + Seamlessly share data with various stakeholders

© 2018 ChargePoint, Inc. 51 Data Available from ChargePoint Network + Unique drivers charging + Energy used + Peak Power, Average Power + Time charging vs. time plugged in + Greenhouse gas savings + Gasoline savings + Zip code of driver + Utilization + Revenues generated + Charging status of a vehicle + All data can be aggregated by station, time, application, etc. © 2018 ChargePoint, Inc. 52 Reports for Every Purpose 35 standard reports cover all aspects of station operation + Simplify ongoing operations • Easily assess charging trends and patterns + Justify initial and ongoing investments • Detailed data covering all aspects of station operation and use including revenue + Satisfy compliance requirements: • Greenhouse gas • Employee benefit report • Tax reports • Receipts

Advanced Analytics Demand Response API Circuit/Panel Sharing

• 15 minute interval • Absolute load or • Automate load • Power Select a reporting percentage of management and station • Peak Power load data retrieval • Circuit Share • Rolling Average • By port, by • Standards based • Panel Share station, by interfaces • Time of Use group Power Ceiling • Scheduled in advance or set in real-time

© 2018 ChargePoint, Inc. Our Charging Solutions + Broadest product portfolio in the industry + Only supplier able respond to entire need of Columbus Smart City Grant + All hardware solutions: • Smart, Connected Network Chargers at all power levels • Backed by industry’s best and largest support team (24 x 7 x 365 driver support) • Elegant award winning design with small footprint • Include power management • Offer retractable cord management • Meets UL safety and all agency standards • PCI Compliant • Brandable

© 2018 ChargePoint, Inc. 57 Commercial Level 2 Charging Stations Charging for businesses and municipalities that want to offer charging to employees, customers and visitors + Speed: 25 RPH (estimated maximum miles of Range Per Hour of charging). + Clean Cord Technology: Self-retracting, maintenance free and ultra-lightweight cord management system. + Power Management Options: Cut installation costs and double the number of parking spots served. + Branding and Customization: Promote your brand with an LCD screen and customizable signage.

© 2018 ChargePoint, Inc. 58 Express DC Fast Chargers Fast charging for all DC enabled vehicles + Speed: 50 kW station provides 200 RPH (estimated miles of Range Per Hour). 24 kW station provides 100 RPH (estimated miles of Range Per Hour). + Connectors: CHAdeMO and/or SAE Combo connectors to serve all EVs with fast charging capabilities. + Form Factor: Slim design allows for flexible installation locations, lower shipping and lower install costs. + Reliable: Designed to increase reliability and performance.

© 2018 ChargePoint, Inc. 59 ChargePoint Home The world’s smartest, smallest and most advanced residential charging station + Fast and Easy: 6X faster than plugging into the wall, standard connector and simple installation + Integrated: Works with Nest to track usage and save on energy costs + Connected: WiFi enabled. Mobile app allows for remote start, scheduling and reminders. + Safe and Reliable: From the world leader in commercial EV charging and backed by a 3 year warranty + Designed: Ultra-thin and smaller footprint than a piece of paper

© 2018 ChargePoint, Inc. 60 Multi-family Station Turnkey solution for property owners to offer a competitive amenity and offers a personal, secure, reliable charging at home for drivers + Month to month service plan for drivers includes dedicated charging station, maintenance and 24/7 driver support + Manage charging with mobile app, track energy usage and see charging activity + Property manager benefits from reporting, analytics, access control, payment processing and configuration

© 2018 ChargePoint, Inc. 61 Fleet Station Convert your fleet to electric to save money and reduce your carbon footprint + Fuel card to track vehicles and handle payments + Energy management tools to save on CapEx and operational costs + Working with Fleet Carma for automated reporting for automated odometer capture and fraud detection + Suite of services and hardware products to cover charging at a fleet depot, home or around town