2021 Q1 Report to California Air Resources Board Public Version

May 20, 2021 Contents 1. Introduction ...... 3 2. A Network of Electric Vehicle Charging Stations ...... 4 2.1. Introduction ...... 4 2.2. Acquiring Sites in Station Target Zones ...... 4 2.2. Constructing a Network of DC Fast Charging Stations ...... 4 2.2.3. Ultra-fast Electric Vehicle Charger Technology ...... 7 2.2.3.1. Chargers and Equipment Ordered and Delivered ...... 8 2.2.4. Electrify America Ultra-Fast Charging Station Operations ...... 9 2.3. Level 2 Rural, Workplace, and Multiunit Dwelling Charging Stations ...... 9 2.3.1. Charger Technology ...... 10 3. Education, Awareness, and Marketing ...... 11 3.1. Brand-Neutral ZEV Education and Awareness Media Campaign ...... 11 3.2. Low-Income and Disadvantaged Community-level Investments ...... 12 3.3. Sponsorships ...... 14 3.4. Branded Marketing ...... 15 4. Cycle 1 Sacramento Green City Initiative ...... 16 4.1. Introduction ...... 16 4.2. Infrastructure ...... 16 4.3. ZEV Shuttle / Bus ...... 16 4.4. Car-Sharing Services ...... 17 4.4.1. GIG Car Share ...... 17 4.4.2 Envoy ...... 17 4.4.3. AAA Electric Vehicle Subscription ...... 17 4.5. Disadvantaged and Low-Income Impact ...... 18

2 2021 Q1 Report to California Air Resources Board

1. Introduction Electrify America, LLC, is investing $2 billion in financially sustainable business opportunities that advance the use of Zero Emission Vehicle (ZEV) technology, $800 million of which must be spent in California. From its inception in 2017, Electrify America has moved rapidly to implement its $2 billion ZEV Investment Commitment.

As detailed below, Electrify America’s activities in the first quarter of 2021 (Q1) were focused on implementing the Cycle 2 California ZEV Investment Plan and adapting to operating during the COVID-19 pandemic.

During Q1, Electrify America opened 23 Figure 1 - Electrify America Celebrated its 500th Station new public charging stations with 88 Opening in November 2020 individual DC fast chargers in California, at a pace of approximately two stations per week. Consistent with Electrify America’s focus on providing a high quality charging experience, Electrify America also introduced a redesigned mobile app and expanded its relationships with automakers.

Electrify America continued investing in the “Normal Now” brand-neutral education and awareness campaign and the “Hello, Freedom” campaign. Electrify America also announced the sponsorship of EVNoire’s campaign, and $1.6 million in funding for four organizations focused on EV-specific workforce development and science, technology, engineering and math (STEM) education programs centered on EV technology.

Finally, the organizations that received Electrify America investment in 2018 and 2019 as part of the Sacramento Green City Initiative continued to operate their services in Q1.

Electrify America publishes this quarterly report to share the progress and impact of its Cycle 1 and Cycle 2 investments.

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2. A Network of Electric Vehicle Charging Stations 2.1. Introduction As laid out in the Cycle 2 California ZEV Investment Plan, Electrify America is developing a network of electric vehicle (EV) charging stations along highly traveled highway corridors, on critically important regional routes, and in nine carefully selected metropolitan areas (Figure 2). The planned network, when combined with investments made in Cycle 1, will consist of more than a thousand DC fast charging dispensers at hundreds of charging station sites built or under development in California. The network deploys cutting-edge technology to deliver convenient customer-centric charging, connecting California to the Electrify America national network in 45 other states. Electrify America anticipates that 35% of its business-driven investments within California will be in low-income or disadvantaged communities (LIC/DAC).1 2.2. Acquiring Sites in Station Figure 2 - Electrify America's Cycle 2 California Investments Target Zones In Q1, Electrify America continued pursuing access to sites to host Cycle 2 DC fast charging stations.

In each target zone, Electrify America considers multiple real estate leads, based on their unique attributes, such as the availability of three-phase power, site lighting, and access to customer amenities. Throughout the site acquisition process, Electrify America works closely with 21 electric utilities in California to identify efficient locations from a grid perspective and those with the lowest service connection costs for Electrify America. To acquire high-quality sites, Electrify America has also entered into master agreements with 53 large-scale real estate owners that provide access to sites nationwide2. Electrify America also collaborates with owners of desirable individual properties across California. 2.2. Constructing a Network of DC Fast Charging Stations In Q1, Electrify America opened 23 additional public DC fast charging stations in California, bringing the total to 175 stations. The number of station sites permitted increased 9%, the number of stations

1 Electrify America uses definitions for low-income and disadvantaged communities established by the State of California, which are published and mapped by CARB on its “Disadvantaged and Low-income Communities Investments” webpage: https://www.arb.ca.gov/cc/capandtrade/auctionproceeds/communityinvestments.htm 2 Electrify America’s announced real estate station site hosts with multiple stations include Albertsons, Bank of America, Brixmor Property Group, Brookfield, Casey’s General Stores, DDR Corporation, Federal Realty Investment Trust, Fulcrum Property, Global Partners LP’s Alltown, Jamestown, Kimco Realty Corporation, Kroger, Kum and Go, Love’s Travel Stops, The Macerich Company, Meijer, Pan-Cal Corporation, the Save Mart Companies, Sheetz, Inc., ShopCore Properties, Simon Property Group, Site Centers Corporation, Target Corporation, ValueRock Realty Partners, Walmart, Washington Prime Group and Westfield. 4 2021 Q1 Report to California Air Resources Board

constructed increased 10%, and the number of stations commissioned increased 15%, in a single quarter.

Electrify America continued to invest heavily in Figure 3 - California Sites and Construction Status disadvantaged and low-income communities during Q1, as well as rural California. As shown in Figure 3, approximately 50% of Electrify America’s public DC fast charging stations at every stage of development are in disadvantaged and low-income communities, exceeding the 35% target. Electrify America has also invested approximately $90 million in public DC fast charging stations in rural California through the end of 2020, and we are developing more stations per capita in rural California communities than in urban California.3

To accomplish this rapid development pace, Electrify America has contracted with highly qualified and experienced engineering and construction firms to complete DC fast charging station permitting, design and installation work. These contracting firms, which together employ nearly 7,000 people nationwide, have managed the installation of thousands of DC fast chargers across the U.S. Electrify America and its contractors continued to encounter challenges and issues, particularly with regard to “soft costs,” such as permitting timeframes and utility station energization, during Q1.

During Q1, the average time to complete the permitting process for DC fast charging station sites in California rose from 77 to 79 business days – 30% longer than the national average (Figure 4).

It costs Electrify America 34% more, on average, to design and construct a station in California than it costs to build a station with the same number of chargers in another state. The additional permitting burdens imposed in California appear to be the primary cause for this difference. For example, permitting processes result in station sites being redesigned far more frequently in California than in the rest of the nation, which increases cost and leads to delays. This higher cost per station ultimately means that California will receive fewer stations per dollar invested by Electrify America.

3 Consistent with Census Bureau practice, urban places are defined as those with a population of 50,000 or more, and rural places are defined as places or areas that are not in an urban area. 5 2021 Q1 Report to California Air Resources Board

A review by Governor Newsom’s Figure 4 - California Permitting Duration and Station Cost administration has found that only 24% of California jurisdictions have streamlined their permitting processes as required by AB 1236.4 The statute requires California cities and counties to expedite EV charging station permitting, to constrain review to health and safety matters, to limit comments to a single comprehensive deficiency notice, and to bypass zoning. In Electrify America’s experience, extended zoning review, multiple rounds of comment, and application of parking count minimums – all prohibited by AB 1236 – are the three most common causes of project delay.

In Q1, Electrify America sponsored AB 970, a bill authored by Assemblymembers McCarty and Chiu that would make AB 1236 enforceable. Electrify America also engaged with the Newsom administration to encourage continued state-level oversight of AB 1236 compliance.

In addition, Electrify America encountered challenges with new utility service interconnection processes across the state. The quantity of locations and magnitude of power required at Electrify America’s ultra- fast charging station sites requires significant effort from utilities to validate power availability, design utility service, create easements, and schedule construction crews.5

As of the end of Q1, the new service utility interconnection process for Electrify America stations averaged 39 weeks. Utilities are taking an average of 8 weeks from the date of new service request to completion of the request, although the longest processes can take six months or longer. At some sites, Electrify America faces substantial delay between when construction of the charging station is complete and when utility construction begins to energize the site, with the longest examples taking almost a year.

Utility construction and inspection periods – which typically occur after Electrify America has completed station construction but the station is not open to the public because it is awaiting the addition of utility equipment (e.g., transformers, line extensions), utility inspection, and utility energization – average 26 weeks. Although the work necessary for construction and inspection typically represents one to two weeks of work, the longer average timeline is most commonly the result of substantial scheduling delays

4 Governor’s Office of Business and Economic Development (GO-Biz). “EV Charging Station Permitting Streamlining Map.” https://business.ca.gov/industries/zero-emission-vehicles/plug-in-readiness/ 5 In some, but not all, cases, adding an Electrify America charging station requires upgrades to the utility’s distribution system. To support rapid deployment, in some areas Electrify America has taken on civil work to support upgrades to a utility’s distribution system, termed “betterment work.” 6 2021 Q1 Report to California Air Resources Board

and frequent rescheduling. Extenuating, project- Figure 5 - Electrify America's Transformational specific circumstances (e.g., an easement across Ultra-fast Charging Technology Federal land) can also be the cause of delay. There were 29 sites at the end of Q1 at which Electrify America had completed construction, but which were not open to the public due to pending interconnection, inspection, and commissioning processes. 2.2.3. Ultra-fast Electric Vehicle Charger Technology Electrify America’s customer-centric stations use the most advanced technology ever deployed for convenient, fast charging. In Q1, Electrify America focused on using this technology to provide the highest quality open network charging experience in the industry.

Electrify America’s charging systems were the first 350 kW chargers with state-of-the-art liquid-cooled cables certified to UL standards in the United States.6 Cycle 2 public ultra-fast charging stations are typically equipped with four to 10 chargers capable of delivering maximum power levels from 150 kW to 350 kW. The chargers are also able to step down to lower power levels for vehicles equipped for lower powered DC fast charging. At maximum continuous power, 350 kW chargers are able to deliver approximately 20 miles of range per minute to a capable vehicle.

All Electrify America DC fast charging stations are designed with multiple payment options, including credit/debit cards, App-based payment, and Plug&Charge, which allows EV owners to begin a charge without reaching for their wallet, smartphone or bank card. Plug&Charge follows the ISO 15118 standard, an international standard that outlines the secured communication protocol that an EV and charging station should use to recharge the EV’s battery, and Electrify America is the first to provide this capability to EV’s from multiple automotive brands.

Electrify America stations support both the CCS Combo and CHAdeMO connectors.7 In recent years, an increasing percentage of non-Tesla EVs sold in the U.S. have relied on the CCS standard, and CCS is now

6 Neither liquid-cooled cables nor 350 kW charging had been deployed commercially in the United States before the Electrify America network. As a result, Electrify America leases the Center of Excellence for equipment quality control and validation. 7 Some models of vehicles utilizing proprietary charging systems must use an adapter at Electrify America stations. 7 2021 Q1 Report to California Air Resources Board

Figure 6 - Electrify America Implements Plug&Charge the non-proprietary standard of choice for 31 automakers in the U.S. market.8 Electrify America’s public ultra-fast stations typically have more CCS chargers than CHAdeMO chargers per station site, but Electrify America continues to see more use of CCS chargers on a per- charger basis. In Q1, CHAdeMO chargers delivered 5% of the power dispensed at Electrify America stations in California, decreasing from 6% in 2020.

Electrify America stations are also equipped with cellular connectivity and are networked, using open protocols compliant with Open Charge Point Protocol (OCPP) version 1.6 or higher.9 These capabilities were managed for Electrify America in Q1 by Greenlots, which is headquartered in Los Angeles.10 Electrify America has also exchanged roaming specifications with most U.S. charging networks.

Finally, Electrify America continued renewable energy procurement, ensuring that all electricity delivered to consumers from California stations was 100% renewable energy during Q1. 2.2.3.1. Chargers and Equipment Ordered and Delivered Chargers are scheduled to be delivered to station sites upon commencement of construction. During Q1, 102 DC fast chargers were delivered to new station sites in California.

Electrify America has also ordered battery storage capacity to mitigate high demand charges, reduce on- peak energy charges, and ease grid loads.11 During Q1, Electrify America identified destinations of battery systems based on site-specific limitations, ongoing changes in utility rates, and utility grid needs in California. By the end of the quarter, 74 of the 86 applications that Electrify America submitted to electric utilities for permission to connect battery systems had been approved, and 31 battery systems were operational – a 35% increase during the quarter.

Electrify America was ultimately successful in gaining approval for these behind-the-meter systems, but we encountered numerous challenges with the process, including utilities that considered the storage to be added load or generation. These battery systems are designed to reduce peak load and lower demands on the distribution system. Treating them as new load – in addition to the EV charging station

8 “Electrify America Comment regarding Staff Workshop on Future Equipment Requirements for CALeVIP.” December 14, 2019. https://efiling.energy.ca.gov/Lists/DocketLog.aspx?docketnumber=17-EVI-01 9 Electrify America’s public stations will be equipped with back end systems that can use Open Charge Point Interface (OCPI) 2.1 to communicate with other networks and Open InterCharge Protocol (OICP) to be able to connect to roaming platforms, when a business agreement is secured, in a manner that does not require use of any particular firm’s intellectual property. 10 The network controls are hosted by Amazon Web Services (AWS), which allows a high security standard. Electrify America undertook intensive testing to approve AWS as a safe and secure environment, as well as security audits of Greenlots as part of the licensing of the network. Also, Electrify America selected a vendor to perform architecture reviews and penetration tests to provide data security. 11 “Electrify America Adds Tesla Battery Storage To More Than 100 New Charging Stations.” February 4, 2019. https://media.electrifyamerica.com/en-us/releases/48 8 2021 Q1 Report to California Air Resources Board

load – serves as a barrier to rapid deployment efforts, and frequently leads to rigorous, time-intensive interconnection studies. 2.2.4. Electrify America Ultra-Fast Charging Station Operations Electrify America is committed to providing a reliable, high-quality, and customer-centric charging experience. In December 2020, the Electrify America fast-charging network was rated Number One by Charged Electric Vehicles Magazine and received its “Best-in-Test” award. In Q1, Electrify America increased customer service, network operations, training, and service capabilities, and initiated a robust in-field station testing program.

In March, Electrify America rolled out a full redesign of its industry-leading mobile app to provide electric vehicle drivers with a simple and inclusive ‘one stop’ solution for all their transportation and mobility needs.12 Specific enhancements to the mobile app included a streamlined account creation process, helpful tips for navigating station information, guidance throughout the charging experience, optimized contactless payment and an intuitive display of charging station information.

To increase and simplify access to stations, Electrify America also continued to expand collaboration with automakers. Electrify America and Hyundai Motor America announced that drivers of the 2021 Kona Electric and Ioniq Electric models will received 250 kilowatt-hours of complimentary charging on Electrify America’s ultra-fast charging network.13 (Two hundred and fifty kilowatt-hours equals about 1,000 miles of EPA estimated driving range in a 2021 Hyundai Kona Electric or Ioniq Electric.)

Electrify America saw a substantial increase in customer activity and station utilization during Q1, continuing a trend from Q4 2020. During the quarter, utilization steadily rose, with customer charging sessions in the final month of Q1 reaching their highest levels to date. 2.3. Level 2 Rural, Workplace, and Multiunit Dwelling Charging Stations As noted above, Electrify America has invested approximately $90 million in rural areas as part of its core investment strategy in public DC fast charging stations, and Electrify America has developed more of these stations per capita in rural communities than in urban communities. In addition, the Cycle 2 California ZEV Investment Plan included a $2 million investment to pilot innovative Level 2 AC charging station business models, which would be focused specifically on rural California communities.

In Q1, Electrify America operated off-grid, solar-powered charging stations at 30 sites, with a high concentration of locations in California’s Central Valley, as part of this investment.14 Ten of these stations were managed in collaboration with Fresno County Rural Transit Agency (FCRTA). Charging vehicles at these stations is free to consumers and open to use by all electric vehicles.

12 “Electrify America Introduces Fully Redesigned Mobile App for Effortless Public and Home Electric Vehicle Charging.” March 4, 2021. https://media.electrifyamerica.com/en-us/releases/132 13 “Hyundai Brings Complimentary, Fast Charging to Kona and Ioniq with Electrify America Network.” March 17, 2020. https://media.electrifyamerica.com/en-us/releases/134 14 “Electrify America Launches Solar-Powered Electric Vehicle Charging Stations in Rural Fresno County.” September 30, 2020. https://media.electrifyamerica.com/en-us/releases/114 9 2021 Q1 Report to California Air Resources Board

In Q1, Electrify America also continued to work with its Figure 7 - EV Charging at Workplace/MUD Sites turnkey vendors (EV Connect, Greenlots and SemaConnect) to provide charging services at workplace and multiunit dwelling charging stations built during Cycle 1. More than 1,500 charging ports across 241 sites were operational, with 42% of these station sites in low-income and disadvantaged communities. In Q1, the program’s L2 workplace and MUD stations delivering approximately 306 megawatt- hours to vehicles. 2.3.1. Charger Technology Electrify America sourced charging systems for its Level 2 AC rural California investments from Beam Global (formerly Envision Solar), a San Diego-based sustainable technology company. The EV ARC™ 2020 is a transportable, solar-powered electric vehicle charging infrastructure product. Each stand-alone station is equipped with a 4.28 kW sun-tracking solar array, 32 kWh of on-board battery storage that allows the station to operate without a connection to the power grid, and two Electrify America L2 EV chargers equipped with non-proprietary SAE J1772 connectors. This combination allows for two customers to charge their vehicles at the same time using 100 percent renewable electricity – in any weather, at any time of day, and even during a blackout or power outage.

Figure 8 - EV ARC™ 2020 with Electrify America L2 Chargers Beam Global operates and maintains electronic communication with the chargers installed and operated on behalf of Electrify America, as well as those installed independently of the program’s efforts. Electrify America owns the data from these charging stations.

Electrify America-funded workplace and MUD charging stations funded during Cycle 1 typically have four to six L2 chargers, each with a minimum power level of 6.6 kW. The chargers provide 20 to 25 miles of driving range per hour of charging for a typical EV using the non-proprietary SAE J1772 connector, which can be used with all electric vehicles in the United States.

Electrify America’s workplace and MUD charging station vendors own, operate, and maintain their own electronic data networks in support of L2 chargers installed and operated on behalf of Electrify America, as well as those installed independently of the program’s efforts. Electrify America owns the data from these charging stations. The chargers installed under this program are on the vendors' networks.

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3. Education, Awareness, and Marketing 3.1. Brand-Neutral ZEV Education and Awareness Media Campaign During Q1 2021, Electrify America continued its “Normal Now” education and awareness campaign in California to educate consumers about the reasons to purchase a ZEV. The campaign – which was recently awarded an “Outstanding Achievement in Internet Advertising” award by the Web Marketing Association for producing the “Best Automobile Online Ad” of the year – accomplished nearly 100,000 impressions (i.e., listeners and viewers) in California during the quarter.15

The Normal Now campaign, developed by San Francisco-based Figure 9 - Normal Now Spanish- communications firm Eleven, aims to introduce and normalize zero- Language Mobile Landing Page emission vehicles for the vast majority of Americans who are not aware of or have never considered switching to a ZEV. Through comical 15-second videos, GIFs and still images, the Normal Now campaign draws comparisons between “new technology” of the past – including cell phones, smart watches and online dating – that were “weird at first,” but are normal now – just like EVs. The education and awareness efforts include brand-neutral digital and paid search campaigns and a bilingual landing page (www.NormalNow.com) that provides an overview of the benefits of both battery electric and hydrogen fuel cell electric ZEVs, with links to third-party websites containing robust content for users.

On March 1, Electrify America initiated Flight 3 of the Normal Now campaign, beginning with paid search ads on Google and Bing. Over the remainder of March, these ads drove a total of nearly 100,000 impressions, including over 7,800 clicks through to the Normal Now campaign website. This click-through rate exceeds historical benchmarks by 35%, suggesting that users are more interested in Normal Now messaging than they were in previous years.

During the quarter, Electrify America also continued to workshop new creative concepts to support the launch of additional Flight 3 media channels in May. Paid search will continue through the rest of the year, and will be supplemented by these new channels when they launch during the second quarter.

Electrify America and its media agency bought digital media by specific zip codes, in order to ensure that 35% of all media spending occurred in low-income and disadvantaged communities.

Table 1 below illustrates initial results from the paid search campaign initiated on March 1, which will be supplemented by additional media channels as they come online in the next quarter.

15 “The Web Marketing Association is proud to present this 2021 Internet Advertising Competition Award for Outstanding Achievement in Internet Advertising.” http://www.iacaward.org/iac/winner/18230/truex-and-phd-wins-2021-iac- award-for-electrify-america-normal-now.html 11 2021 Q1 Report to California Air Resources Board

Table 1 - California Normal Now Impressions

Total California Impressions Media Targeted in Media Type General Audience Total LIC/DAC Areas Search 65,752 33,490 99,242 TOTAL 65,752 33,490 99,242

3.2. Low-Income and Disadvantaged Community-level Investments In October 2020, Electrify America announced $3 million of investment in organizations that provide ZEV education and awareness programs for low-income and disadvantaged communities in California. The investment provides support for six California-based organizations as they raise awareness on the benefits of driving ZEVs, while working to get more drivers behind the wheel of electric vehicles. The six recipient organizations and their activities during Q1 are summarized in Table 2.

Table 2 - Low-Income and Disadvantaged Community Outreach Investments

Organization Description Q1 2021 Accomplishments Breathe SoCal (formerly BREATHE - Held two virtual ride and drive events reaching LA) is a non-profit, non-partisan 111 attendees organization that will collaborate - 82% of ride and drive attendees reported interest with Plug In America (PIA) to show in renting or owning a ZEV after the event Breathe of the powerful benefits of driving - 70% of participants reported considering buying a Southern electric by providing ZEV Ride and ZEV within next two years California Drive events among low-income - 33% of attendees reported not knowing about (Breathe SoCal) and disadvantaged populations in ZEV rebates and incentives prior to event greater Los Angeles County, San - Reached over 67,000 people through paid Bernardino and Riverside County Facebook ads, organic posts and emails on areas. benefits of ZEVs CCAC will engage with low-income and disadvantaged residents across - Finished producing three virtual ride and drive the San Joaquin Valley, including videos with CBO partners in Stanislaus, San coordination of the Clean Vehicle Joaquin, and west Fresno counties Empowerment Collaborative - Hosted seven additional online EV workshops (CVEC), a group of eight with CBO partners in Madera, Fresno and Kern Central California community-based organizations counties, including two in Spanish Asthma who serve as trusted messengers in - Announced public voting winners of ZEV art Collaborative disadvantaged Valley communities. contest; entries and winners can be viewed at (CCAC) This program will support the http://www.evequity.com/ development of an EV Navigator - CVEC EV Navigator (EVN) program provided one- program, providing residents one- on-one assistance to 12 San Joaquin Valley on-one assistance with ZEV pricing, residents to help them submit the CVA program financing and incentive application applications. 12 2021 Q1 Report to California Air Resources Board

Organization Description Q1 2021 Accomplishments - Completed one additional “Adopt a Polar Bear” DCBA focuses on engaging local school climate education and action program, schools, nonprofits and businesses offered in English and Spanish to educate their stakeholders to - Total of six programs completed, reaching over drive electric. The DCBA campaign 3,000 students and families via 80 teachers launched the ZEV Families Program - Developed and implemented “EVs for Equity” Drive Clean Bay in 2019 in collaboration with web page to provide information and promote Area (DCBA) Acterra: Action for a Healthy Planet, events targeting LIC/DAC communities Charge Across Town and Cool the - Conducted two EV Financial Incentives Clinics Earth to connect low income with a total of 141 attendees, and 17 individual families in the San Francisco Bay follow-up consultations Area to the clean transportation - Over 90% of attendees reported more positive movement. opinion of EVs after attending the clinic Ecology Action will work with four - Developed Purchase Guidance Program providing community partners to will provide one-on-one assistance to prospective low-income ZEV Ride and Drives, ZEV Showcase EV buyers events and individualized ZEV - Assigned 56 clients to advisors, with 14 eligible for purchase guidance by using CVRP increased rebate, 27 eligible for Clean Ecology Action bilingual EV Ambassadors virtually Vehicle Assistance Program (CVAP), and 10 EV (EcoAct) and in person when it is safe to do purchases complete so. Ecology Action works in the - Hosted six webinars (one in Spanish) with 277 California Central Coast region, attendees, 38% of whom qualify for CVAP including Santa Cruz, San Benito, - Conducted marketing outreach across several Monterey, San Luis Obispo, Santa channels: social media, paid media, e-Newsletter, Barbara, and Ventura Counties. website, resulting in total reach of 157,023 LHF will focus on connecting low- income and disadvantaged - Held kick-off event for six emPOWER 2021 CBOs households across L.A. County with to establish scope of work to be launched in Q2; diverse grassroots groups through held two training sessions with Valley CAN on its emPOWER program - a Facebook outreach best practices and developing partnership between LHF and nine analytical reports community-based organizations - Partnered with Redeemer Community Liberty Hill operating across L.A. County in Partnerships (RCP), operating out of South LA, Foundation (LHF) areas on the frontlines of industrial using Facebook ads, resulting in 386 emPOWER pollution. The program leverages intake forms during Q1 the extensive network of CBO - Brought on new partner, Sacred Places Institute partners across social media for Indigenous People (SPI) to boost engagement platforms, as well as through direct with indigenous people in LA County and Inland outreach leveraging local Empire community members, volunteers and leaders.

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Organization Description Q1 2021 Accomplishments VCAN is a 501(c)(3) public charity - Worked with statewide coalition of clean committed to quantifiably reducing transportation stakeholders to promote proven air emissions in California’s San benefits of Clean Cars 4 All (CC4A) campaign Joaquin Valley, the region with the - Completed 191 CC4A vehicle replacements during worst air quality in the United Q1, with another 200 expected to complete in States. VCAN and partner Charge April and May Across Town will continue their - 72% of CC4A customers chose a ZEV as their Valley Clean Air comprehensive campaigns that replacement vehicle Now (Valley CAN) offer San Joaquin Valley low- - 164 CC4A customers are approved and pending income and disadvantaged home EVSE installations by qualified contractors community groups an opportunity - Worked with Valley Air District on plan to resume to drive ZEVs and to provide hands- Community Clean Car Clinics and Tune In & Tune on help with qualifying for ZEV Up events when public health conditions allow incentives through Community - Issued 23,500 smog repair vouchers in the 12 Clean Car Clinics and Tune In & months ending April 18 through virtual Tune In & Tune Up events. Tune Up events

3.3. Sponsorships The Cycle 2 California ZEV Investment Plan states that “there may be occasions where it would be reasonable for Electrify America to further education and awareness of ZEVs … by supporting the programs, activities, or events of an industry or non-profit organization.” In Q1, Electrify America sponsored a number of organizations to conduct education and outreach activities meeting these criteria.

In January, Electrify America and EV Noire Mobility Intelligence Consulting Group, a leading EV equity organization, officially announced a collaboration on the “Drive the Future California” campaign.16 The campaign seeks to identify and overcome barriers to electrification among African-Americans living in California, aiming to ensure that underrepresented communities interested in EV adoption have access to all the financial assistance and case management tools available. To raise EV awareness, the campaign will showcase a variety of real-world, affordable EV options through storytelling and digital grassroots engagement.

In March, Electrify America announced $1.6 million in funding for Science, Technology, Engineering and Math (STEM) Education and workforce development programs relating to zero-emission vehicles.17 The investment awarded funds to four organizations to develop and launch educational and workforce training programs to support K-12 and community college students as well as workers through vocational training in California and across the country. Three of the four recipients – ValleyCAN, Ecology Action, and the Los Angeles Cleantech Incubator (LACI) – are California-based. These STEM and

16 “Electrify America Collaborates with EV Noire to Advance Electric Vehicle Education and Access in Diverse, African-American Communities in California.” January 14, 2021. https://media.electrifyamerica.com/en-us/releases/126 17 “Electrify America Invests Over $1.6 Million in STEM Programs and Workforce Development to Drive Brand-Neutral Zero Emission Vehicle Education.” March 1, 2021. https://media.electrifyamerica.com/en-us/releases/131 14 2021 Q1 Report to California Air Resources Board

worker training programs will specifically address the need to educate students on EVs, as well as provide on-the-job vocational training that will be critical to developing a workforce of future engineers, software developers, battery technicians, energy management specialists, construction managers and a wide variety of additional jobs that the industry will have a strong need for as it continues to grow.

Electrify America sponsored Veloz’s development of the Incentive Assistant tool,18 which provides users with information about available incentives for Level 2 chargers for their homes. The Incentive Assistant complements the Home Charging Advisor tool developed in 2020, which provides users with information on available Level 2 chargers, along with total cost estimated based on purchase and installation. The Incentive Assistant tool entered the testing phase on March 31, 2021 and will be improved based on user testing and feedback.

Additionally, Electrify America continued sponsorship of Veloz’s “Electric for All” marketing campaign, which promotes the benefits of electric vehicles. The latest phase of the campaign, titled “40 Million Reasons to Go Electric,” features Mark Ruffalo, Chloe Bennet, and other local “superheroes” fighting climate change in California. The campaign aims to deliver 40 million impressions across high-impact placements on streaming video and digital platforms, and features numerous 15-second videos featuring each of the climate superheroes.19 3.4. Branded Marketing In Q1, Electrify America continued its nationwide branded marketing campaign, with the goals of increasing utilization of Electrify America’s charging infrastructure and awareness of the Electrify America brand. Branded media activities during the quarter continued as an extension of the “Hello, Freedom” campaign that launched in the second half of 2020.

In January, the “Hello, Freedom” campaign continued through paid social (Facebook, Instagram & Snapchat), digital banner ads, digital video & online TV ads, as well as the two largest streaming audio platforms, Pandora and Spotify.

Paid search on Google and Bing also launched in Q1, driving a total of 12,311 ad impressions and 3,221 user clicks in California. Paid search will continue through the end of the year, and additional media channels will launch in Q2. Electrify America also developed a series of banners and short videos to promote the redesigned Electrify America mobile app, which launched in March 2021.

18 The Incentive Assistant tool is available online at https://incentiveassistant.electricforall.org/ 19 More information and video spots for Veloz’s “40 Million Reasons to Go Electric” campaign can be found online at https://www.electricforall.org/campaign/ 15 2021 Q1 Report to California Air Resources Board

4. Cycle 1 Sacramento Green City Initiative 4.1. Introduction The goals of Electrify America’s Cycle 1 Green City Initiative were to increase ZEV awareness; provide ZEV access to underserved, low-income and disadvantaged communities; increase use of ZEV technology to maximize ZEV miles traveled while reducing greenhouse gas emissions; and test the economic viability of ZEV access initiatives. Electrify America’s Cycle 1 Green City investments were made in previous years, and in Q1 Electrify America continued to work with the recipients of Electrify America’s past investment to ensure that Green City investments delivered on their promises. 4.2. Infrastructure Electrify America designed, permitted, built, and opened DC fast charging stations in the Sacramento market – consistent with Electrify America’s plan to provide Sacramento with the highest per-capita density of Electrify America’s DC fast chargers in the nation. In Q1 these stations remained open for use. They also continued to benefit from Electrify America’s investment in the Energy StorageShares program developed by the Sacramento Municipal Utility District (SMUD).20 The program enables SMUD to place energy storage in grid-stressed locations in Sacramento while providing Electrify America with potential reductions in demand charges for its SMUD service territory-located sites. 4.3. ZEV Shuttle / Bus Two ZEV public transit services serving Sacramento continued operation in Q1.

To enable the “Causeway Connection” electric transit bus service from Davis to Sacramento jointly provided by Sacramento Regional Transit (SacRT) and Yolo County Transportation District (YCTD), in 2019 Electrify America fully-funded the purchase and delivery of 12 Proterra E2 Catalyst electric buses. Figure 10 - Causeway Connection Electric Bus Electrify America also designed and built ultra-fast charging stations at four sites – the SacRT depot, the YCTD depot, and two on-route locations – to make this service a reality.

In Q1, the Causeway Connection provided an estimated 89,000 passenger miles of service, a 6% increase from the previous quarter.

The innovative “SmaRT Ride” on-demand, micro-shuttle service in the Franklin Boulevard community, operated by SacRT, provided an estimated 9,600 passenger miles of service during Q1 – approximately a threefold increase over the previous quarter. Electrify America fully funded the purchase and retrofit of three GreenPower EV Star shuttles, which were assembled in Porterville, California, to provide this service.

20 “Electrify America Invests in the SMUD Energy StorageShares Program to Reduce Overall Energy Costs and Lower Company's Draw on Sacramento's Electrical Grid.” January 15, 2020. https://media.electrifyamerica.com/en-us/releases/89 16 2021 Q1 Report to California Air Resources Board

4.4. Car-Sharing Services Three car-share services – GIG Car Share, the AAA Subscription Service, and Envoy – operated in Q1. Additional information on car-share service utilization is available in the appendix. 4.4.1. GIG Car Share GIG Car Share operates a “free-float” car-share service, using its fleet of Chevy Bolts21 funded by Electrify America. In Q1, the fleet traveled more than 465,000 miles across more than 14,000 separate trips. The COVID-19 pandemic had a significant impact on demand for car-sharing services, but GIG has diligently modified its offerings in response to customer feedback and demand. As a result, the GIG fleet utilization now exceeds pre-pandemic levels, with the GIG fleet travelled 57% more miles in Q1 2021 than in Q1 2020. Figure 11 - GIG Car Share Service To accommodate member preferences identified during the COVID-19 pandemic, GIG created the Multi-Day Rental (MDR) program, allowing members to reserve a GIG vehicle for multiple days in a row. This program reduced the frequency of vehicle sharing, limiting opportunities for exposure and increasing confidence in vehicle rental. GIG continued to modify the MDR program in Q1, in response to customer feedback. 4.4.2 Envoy Envoy operates a residential car-share service at 45 Sacramento properties. Envoy has reached an agreement with each residential community to provide car-share as an amenity. Electrify America funded the entire capital cost of the 90 electric cars and 45 charging stations that Envoy uses to provide this benefit to the Sacramento community, and the service is to be run by Envoy for a minimum of three years.

Over the course of Q1, 283 active users completed more than 3,400 trips in Envoy vehicles, accounting for more than 19,000 hours of travel time. Utilization varied from property to property. For example, one location accounting for 395 trips, while seven locations recorded less than 10 trips in the quarter.

During Q1, Envoy proposed changes to its level of service in Sacramento that would require Electrify America’s mutual agreement; as of the end of the quarter, no changes had been mutually agreed upon, and a productive dialogue was ongoing. 4.4.3. AAA Electric Vehicle Subscription In 2020, AAA launched a “car subscription” program, offering 55 electric vehicles, provided by Electrify America to AAA at no cost, for short-term subscription rentals in the Sacramento area. Customers received a 2018 Volkswagen e-Golf delivered to their home with a zero contact experience, and the

21 In the second half of 2020, GIG Car Share transferred ten vehicles from this fleet to AAA Subscription. 17 2021 Q1 Report to California Air Resources Board

subscription included insurance, repairs, maintenance and emergency roadside assistance. The e-Golf fleet was supplemented by 10 Chevrolet Bolts transferred from the GIG car-share program in Sacramento.

AAA launched the program during the COVID-19 pandemic, which Figure 12 - Impacts on Low-Income proved to be a serious barrier to customer adoption. In Q1, the and Disadvantaged Communities program served 19 electric car subscribers, who travelled nearly 50,000 electric miles. Seven of these customers participated in the Affordable Access Program (AAP) for residents of low-income and disadvantaged communities, through which customers received a $100 per month discount that lowered the vehicle’s cost to only about $11 per day. In March, AAA informed Electrify America that it would be winding down the program at the end of Q2 and returning the vehicles to Electrify America. 4.5. Disadvantaged and Low-Income Impact The Electrify America Green City Initiative has prioritized investments that increase access to ZEV technology in low-income and disadvantaged communities in Sacramento. As highlighted in Figure 12, approximately 65% of served census tracts in the GIG Home Zone are designated as low-income or disadvantaged communities.

Envoy has continued to focus on low-income and disadvantaged communities, with 71% of the properties under the program being located in these areas. Of the 45 total Envoy properties, 32 are in low-income or disadvantaged communities.

The two ZEV shuttle/bus services also operate in low-income and disadvantaged communities. The Causeway Connection replaced a private, limited access bus with a public transit service, and 100% of this investment is classified as low-income or disadvantaged under CARB criteria.22 Of the census tracts served by the Franklin Boulevard shuttle service, 84% are low-income or disadvantaged communities.

22 For CARB criteria, see California Air Resources Board. “Evaluation Criteria for Providing Benefits To Priority Populations: Clean Transportation and Equipment.” https://ww3.arb.ca.gov/cc/capandtrade/auctionproceeds/ccidoc/criteriatable/criteria-table- cte.pdf. In the 2019 Schedule of Creditable Costs, Electrify America did not credit the Causeway Connection investment as an LIC/DAC investment, as the cited CARB criteria have not been independently validated as a basis for cost allocation. 18 2021 Q1 Report to California Air Resources Board