SJVAPCD August 20, 2019 WIFI: SJVONE Agenda 1:30 2 Welcome: - - PowerPoint PPT Presentation

SJVAPCD

August 20, 2019 WIFI: SJVONE

Industry Workgroup Meeting

ZERO-EMISSION VOUCHER INCENTIVE PROJECT

CLEAN OFF-ROAD EQUIPMENT

$40 million to advance zero-emission off-road freight equipment californiacore.org

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Agenda CORE

Roles and Responsibilities

10:30 –11

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1:30 – 2 Welcome: Program Goals and Overview 2 – 2:30 Eligible Equipment Categories & Voucher Amounts 2:30 – 3 Voucher Enhancements 3 – 3:30 Equipment Eligibility Application 3:30 – 4 Dealer Enrollment and Voucher Request Process 4 – 4:30 Telematics Requirements and Terminal Tractor Transition from HVIP

californiacore.org

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Meeting Objectives:

• Present key components of the

Draft CORE Implementation Plan.

• Facilitate discussion and engage

stakeholder feedback.

• Evaluate opportunities to

enhance project success.

• Determine next steps and project

timeline. 1:30 -2

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Industry Workgroup

californiacore.org

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CORE Goals

CORE

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Purpose:

• Accelerate commercial deployment
• f zero-emission off-road freight

technologies.

• Provide “point of sale” incentives
• n first-come, first-serve basis, with

plus up incentive opportunities.

• Implement a streamlined and user-

friendly voucher process for purchasers and lessees.

californiacore.org

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CORE Overview

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• First-Come, First-Served

⁻ No application deadline ⁻ Open until funds are exhausted

• Voucher is set aside upon request

⁻ Approved with signed purchase

• rder and signed terms of

conditions

• Plus Up Incentives:

⁻ Location in disadvantaged communities ⁻ Bulk Deployment ⁻ Extended Warranties ⁻ Infrastructure

 Fast Charging  Hydrogen Fueling  Inductive Charging

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Implementation Manual

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The CORE Implementation Manual sets forth the proposed guidelines, concepts, procedures and terms and conditions for CORE participation. Participants include:

• Equipment Manufacturers
• Infrastructure Suppliers
• Dealers &Vendors
• Equipment Users

10 –10:30

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Implementation Manual

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Seeking input on the following IM topics:

• Eligible Equipment Categories
• Voucher Amounts
• Voucher Enhancements
• Equipment Eligibility Application
• CORE Champions – Outreach
• Dealer Enrollment
• Voucher Request Process
• Telematics
• Terminal Tractor Transition from

HVIP

10 –10:30

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1:30 -2

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Eligible Equipment Categories CORE

Roles and Responsibilities

Pairing team members with program tasks

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2 –2:30

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CORE promotes zero-emission off-road technologies:

• New equipment or conversions
• Commercially available
• Commonly used in freight applications

The following categories of equipment are eligible for a CORE voucher:

• On- and off-road terminal tractors
• Transport refrigeration units w/ energy storage
• Forklifts (>8,000 lbs. lift capacity)
• Container handling equipment
• Airport cargo loaders
• Wide-body aircraft tugs
• Railcar movers
• Rubber-tired gantry (RTG) cranes

2 –2:30

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Voucher Amounts CORE

Roles and Responsibilities

Pairing team members with program tasks

11–11:30

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Voucher amounts are determined by:

• Incremental cost of zero-emission

equipment over its conventional counterpart

• Operation within Disadvantaged Community
• Model specific base voucher amount

determined by equipment eligibility application 2 –2:30

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Voucher Amounts CORE

Roles and Responsibilities

Pairing team members with program tasks

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2:30 -3

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$150,000 $71,250

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Voucher Amounts CORE

Roles and Responsibilities

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2:30 -3

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$150,000 $150,000 $71,250 $71,250

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CORE

Roles and Responsibilities

Pairing team members with program tasks

11–11:30

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Discussion Questions

• Should enhancements factor in $1/kWh and longer battery life?
• How should CORE determine voucher amounts for similar equipment of

various sizes, should it be granular ?

• Forklifts (8000, 10,000, 15,000 lbs)
• Railcar movers - tow capacity
• Seeking input on base voucher amount for CHE and wide-body aircraft tug,

how should this be determined Potential additions to CORE eligibility:

• Portable GPUs
• Cable Management Systems
• Railcar Switchers

11:30 –12

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10–10:30

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2:30 -3

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New Equipment Under Consideration CORE

Roles and Responsibilities

Pairing team members with program tasks

Process for adding new equipment to the CORE Eligibility List:

• Public Meeting
• Consideration of Comments
• Modification of Implementation

Manual

10–10:30

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2:30 -3

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2 –2:30

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Voucher Enhancements: Infrastructure CORE

Roles and Responsibilities

Pairing team members with program tasks

11–11:30

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2:30 -3

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Voucher Enhancements: Extended Warranties

Roles and Responsibilities

Pairing team members with program tasks

Proposed Changes

• Remove extended warranty enhancement
• Base required warranty changes to:
• 3 years or 6500 hours
• Aligned with HVIP

2:30 -3

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CORE

Roles and Responsibilities

Pairing team members with program tasks

11–11:30

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Discussion Questions

• Is a 3 year 6500 hour warranty across equipment types

an equitable baseline?

• Is the simplification of warranty enhancements

preferable?

11:30 –12

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Voucher Enhancements: Bulk Deployment CORE

Roles and Responsibilities

Pairing team members with program tasks

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• Bulk order is at least 25% of all equipment

within a fleet at the time of order, with no minimum fleet size. Proposed Changes

• Remove bulk order enhancement
• Change to fleets less than 10:
• Order of 2 or more receive additional 5%
• California, location, and equipment specific

3–3:30

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CORE

Roles and Responsibilities

Pairing team members with program tasks

11–11:30

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Discussion Questions

• What are your thoughts on the proposed changes?
• How do we ensure infrastructure is being

assessed/planned for upon receiving a bulk order voucher request?

11:30 –12

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Equipment Eligibility Application CORE

Roles and Responsibilities

Pairing team members with program tasks

10:30 –11

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3 –3:30

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Equipment Eligibility Application CORE

Roles and Responsibilities

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10:30 –11

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• a. General business information.
• b. Dealership network information.
• CALSTART will work with CARB and

participating manufacturers to develop/maintain a list of participating dealers.

• The eligible dealership list will be made

available on the CORE website and will be used to streamline project access.

• c. Description and Specifications of the off-road

equipment model.

• d. Specific equipment application.

11:30 –12

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3 –3:30

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Equipment Eligibility Application CORE

Roles and Responsibilities

Pairing team members with program tasks

10:30 –11

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• e. Usable battery energy/fuel-tank capacity and

the method used to determine it.

• f. Estimated equipment operating time or

range.

• g. A description of how the battery state of

health is determined.

• h. Information on California service location(s)

11:30 –12

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CORE

Roles and Responsibilities Ser

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• i. Service and repair protocols
• j. Service-and-Repair Plan - Manufacturers

required to submit to CARB a written service- and-repair plan minimizing equipment downtime and service timeframes.

Equipment Eligibility Application

Service and Repairs (1/3)

11:30 –12

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Slide 22 A1 These two slides are pretty busy;let's break them up into more bite-size issues

Author, 8/8/2019

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CORE

Roles and Responsibilities Ser

10:30 –11

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The Service and Repair Plan should include:

• Number of in and out-of-state service

technicians for both basic repairs and high- voltage repairs.

• Method of addressing service and repair

needs anywhere equipment is deployed in the state.

• Method of communicating service and repair

requirements to the fleet purchaser/end user.

Equipment Eligibility Application

Service and Repairs (2/3)

11:30 –12

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3 –3:30

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Slide 23 A1 These two slides are pretty busy;let's break them up into more bite-size issues

Author, 8/8/2019

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Equipment Eligibility Application

Service and Repairs (3/3)

CORE

Roles and Responsibilities

10:30 –11

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• Explanation of replacement part availability.
• Expected labor times required for major and

minor repairs.

• Projected costs of major and minor repairs
• utside of warranty.
• Method of sending details of the warranted

repairs to CALSTART, CARB, or their designee, annually or as needed.

*Manufacturers are required to include a description

• f what defines a major and minor repair.

11:30 –12

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3 –3:30

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Slide 24 A1 These two slides are pretty busy;let's break them up into more bite-size issues

Author, 8/8/2019

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CORE

Roles and Responsibilities

Pairing team members with program tasks

11–11:30

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Discussion Questions

• Feedback on Service and Repair Plan requirements?

11:30 –12

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3 –3:30

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Equipment Eligibility Application

Roles and Responsibilities

Pairing team members with program tasks

• k. Description of telematics system and method
• f transferring telematics data to the Project

Administrator, CARB, or their designee.

• l. If a repower (conversion) kit, the current

Executive Order.

• m. Information needed to determine the base

voucher amount. 3 –3:30

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3–3:30

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Equipment Eligibility Application CORE

Roles and Responsibilities

Pairing team members with program tasks

10:30 –11

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• n. Warranty information, including extended

warranties offered that qualify for a voucher enhancement.

• . Cost of major components, such as the energy

storage system. 11:30 –12

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3 –3:30

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Equipment Eligibility Application CORE

Roles and Responsibilities

Pairing team members with program tasks

10:30 –11

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Additional requirements for consideration:

• Annual equipment production capacity and

lead time

• Total sales (US and world)
• Service campaigns or warranty issues with

previously sold equipment 11:30 –12

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CORE

Roles and Responsibilities

Pairing team members with program tasks

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Discussion Questions

• What is the timeline for equipment manufacturing

(from once order has been made to equipment delivery to purchaser)?

11:30 –12

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CORE

11–11:30

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Dealer Enrollment

Dealer is defined as a vendor of a fully assembled and completed equipment piece, or a vendor that sells or installs repower/conversion kits. Eligible dealers may include:

• Written agreement with a CORE approved OEM
• An OEM of eligible CORE equipment technologies
• An equipment manufacturer that has an

agreement with another OEM

• A powertrain or power system manufacturer that

manufactures drive systems meeting conversion requirements or a dealer that offers a system for sale. 3:30–4

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CORE

11–11:30

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Dealer Enrollment

Manufacturer/Dealer Duties and Requirements include:

• 1. Dealer-Level Responsibilities
• 2. Conversion Installation Documentation
• 3. Sales Disclosure
• 4. Annual Warranty Report
• 5. Extended Downtime Report
• 6. Annual User Experience Reports

3:30–4

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CORE

11–11:30

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Dealer Enrollment

Dealer-Level responsibilities include:

• Familiarity with CORE incentive requirements
• Participate in dealer training and registration
• Provide accurate and complete information
• Provide assistance to CARB and Administrator

regarding customer information ⁻ Updated purchaser information ⁻ Site inspection ⁻ Keep records for a period of 3 years

• Maintaining written records

3:30–4

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CORE

Roles and Responsibilities

Pairing team members with program tasks

11–11:30

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Voucher Request Process

3:30–4

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CORE

Roles and Responsibilities

Pairing team members with program tasks

11–11:30

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Discussion Questions

• Feedback on Reporting Requirements?
• What is the typical procurement schedule for

equipment users?

• What is the best way to ensure infrastructure planning

and coordination is underway upon receiving a voucher request?

3:30–4

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CORE

11–11:30

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Telematics

Purpose of Telematics: Monitor ongoing technology performance of zero-emission equipment to ensure long-term market acceleration and successful technology adoption.

• Ability to provide real-time data collection and

transmission

• Capability of storing data
• Make data available for a period of 3 years

Proposed Changes

• “Aggregate data”

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CORE

11–11:30

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Telematics

• Load
• Motor Speed
• Equipment Speed
• Global Positioning Data
• Idle
• Equipment Mileage/Usage Hours
• Location and time of first and last key on/off
• Charging/Refueling Events – Duration
• State of charge at beginning/end of

charging/refueling events

• Battery Life Cycle/ Cycle Count
• Battery State of Health
• Equipment Use Time
• Service Repair/Maintenance Events

Telematics Data Requested

4 –4:30

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CORE

Roles and Responsibilities

Pairing team members with program tasks

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CORE

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Telematics

Industry Partner Feedback:

• Need better clarity on these items (3x)
• As a private fleet operator, concerned about

sharing all of these fields publicly. We would like to discuss ways to aggregate and limit sharing of propriety data at the same time share enough data to help advance technology and provide proof-of-compliance with programmatic goals.

• I do not track these
• Due to union labor, recording would be difficult.
• Wifi downloadable data loggers and sensors are a

better option. 4 –4:30

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CORE

11–11:30

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Telematics Discussion

• Load
• Motor Speed
• Equipment Speed
• Global Positioning Data
• Idle
• Equipment Mileage/Usage Hours
• Location and time of first and last key on/off
• Charging/Refueling Events – Duration
• State of charge at beginning/end of

charging/refueling events

• Battery Life Cycle/ Cycle Count
• Battery State of Health
• Equipment Use Time
• Service Repair/Maintenance Events

Telematics Data Requested

4 –4:30

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CORE

11–11:30

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Terminal Tractor

Terminal Tractor Transition from HVIP

• Terminal tractors currently eligible under HVIP

will be moved to CORE.

• Voucher incentive amounts will mirror those of

HVIP.

• Terminal tractors covered by CORE will include on

and off-road vehicles. 4 –4:30

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Next Steps

CORE

CORE Team Next Steps

• 1 More Industry WG Meetings

⁻ September 6 (Northern CA) ⁻ Telematics Call Date TBA

• Obtain one-on-one industry

feedback by: ⁻ Online at californiacore.org ⁻ Email or schedule call with Niki Okuk at nokuk@calstart.org

• Incorporate feedback and finalize

by mid-late September.

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CORE Industry WG Meeting Schedule

CORE

DATE: September 6, 2019 TIME: 12:00 p.m. to 4:00 p.m (PST) LOCATION: Bay Area Air quality Management Board 375 Beale Street, Suite 600 San Francisco, CA 94105 californiacore.org

SJVAPCD

CLEAN OFF-ROAD EQUIPMENT VOUCHER INCENTIVE PROJECT

Thank You Partners!

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CORE

Roles and Responsibilities

Pairing team members with program tasks

11–11:30

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Additional Information

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CORE

Roles and Responsibilities

Pairing team members with program tasks

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CORE

Roles and Responsibilities

Pairing team members with program tasks

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CORE

Roles and Responsibilities

Pairing team members with program tasks

11–11:30

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• Consultant
• Fleet consultant, data analysis & telematics, carbon credits
• Scrap Metal Recycler
• Air District
• Trade Association
• Lobbying Firm
• Utility

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CORE

Roles and Responsibilities

Pairing team members with program tasks

11–11:30

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• Electric GPU
• Mobile Power Station
• Electric Pushback Tractor (TUG)
• Aircraft GSE
• Shore Power Cable Reel
• Tow Tractors
• Construction Equipment
• Excavators
• Tophandlers
• Small forklifts
• Passenger Vehicles

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CORE Champions CORE

Roles and Responsibilities

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Purpose of CORE Champions : Establish ambassadors throughout the state to support marketing and outreach. CORE Champions include:

• Industry Partners & Associations
• Government
• Environmental Justice and Community Groups

CORE Objectives:

• Build capacity for CORE outreach efforts.
• Support workgroup activities.
• Hold and participate in workshops and webinars.
• Recognize participation and Champion

excellence.

• Increase adoption of zero-emission equipment!

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CORE

Roles and Responsibilities

Pairing team members with program tasks

11–11:30

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Discussion Questions

• What are the best strategies and approaches for
• utreach?
• How can CORE create outreach partnerships between

industry and communities?

• How can we engage your participation as a CORE

Champion?

12 –1 pm

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