Richard Battersby, CAFM, CPFPDirector, UC Davis Fleet Services

East Bay Clean Cities Coalition

GREEN VEHICLE FUNDING SOURCES

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www.cleancitieseastbay.org

If you only write down one thing……..

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• Funding providers• Locating opportunities• Keeping up to date

Funding Strategies 101

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• Clean air vehicles cost more

• Internal funding mechanisms

(you pay for it)

• External funding sources(somebody else pays for it!)

Funding Strategies 101

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• Grants• Vouchers/Incentives• Rebates/tax credits

• Leasing?

Funding Strategies 101

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•Competitive- Multiple entities vying for a limited amount of funding (e.g. Clean Cities Petroleum Reduction)

•Formulaic- No competition; distributed based upon established percentages (population, etc.)

(e.g. Energy Efficiency and Conservation Block Grant EECBG)

•Categorical- For specific projects, may require match•Block- Formulaic grants, as provided to states for further award •Earmark- Awarded through legislation

GRANT TYPES

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THE FUNDING PYRAMID

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THE INVERTED FUNDING PYRAMID

Federal

State

Local

$$$ThresholdEffortPaperwork

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FUNDING SOURCES

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• Department of Energy (DOE)–EERE, VTP, SEP, Clean Cities

http://www1.eere.energy.gov/vehiclesandfuels/financial/index.html

• Environmental Protection Agency (EPA)–National and Regional, NCDC and DERA clean diesel

http://www.epa.gov/otaq/diesel/index.htm

• Department of Transportation (DOT)–FTA, FHWA, TCSP, FAA (VALE), etc.

http://www.dot.gov/Government_Services.htm

• Department of Agriculture (USDA)–REAP, Flex Fuel dispensers, biofuel production

http://www.usda.gov/wps/portal/usda/usdahome?navid=GRANTS_LOANS

FEDERAL

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FEDERAL GRANT SOURCES (test)

DOEDOTEPA USDA

IRS

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• For your state energy office, look here:http://www.naseo.org/members/states/default.aspx

• Alternative Fuels Data Center http://www.afdc.energy.gov/afdc/states/

There may be multiple state level funding entities

Example: CA Energy Commission and Air Resources Board

STATE

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NASEO STATE ENERGY OFFICE LOCATOR

http://www.naseo.org/members/states/default.aspx

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NASEO STATE ENERGY OFFICE LOCATOR

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• Air/Pollution Control Districts• Metropolitan Planning Organizations (MPO)Congestion Mitigation & Air Quality (CMAQ)

Funds• Local Clean Cities Coalition

• Transit/Transportation Authorities• Utilities• Cy pres, non-profits, and corporate

philanthropy• Carbon/pollution offsets and credits (?)

LOCAL

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MPO LOCATOR

http://www.bts.gov/external_links/government/metropolitan_planning_organizations

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LOCAL CLEAN CITIES COALITIONS

http://www.afdc.energy.gov/cleancities/coalitions/coalition_locations.php

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Cy pres legal settlement funds(From petroleum spills, emissions, anti-trust, environmental damage,

etc.)

Philanthropy (endowment based)(example: Wells Fargo Environmental Grant Program, Turner

Foundation, etc.)https://www.wellsfargo.com/about/csr/ea/environmental-giving

http://www.turnerfoundation.org/

Public Charities (raise funds each year)(example: The Rose Foundation, Northern California)

http://www.rosefdn.org/index.php

Carbon/pollution offsets (?)(example: TerraPass, Carbonfund.org, etc.)

http://www.terrapass.com/http://www.carbonfund.org/

MISCELLANEOUS/NON-TRADITIONAL

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Cy pres legal settlement fundsMeaning “As near as possible”

Sources: legal settlements or trustsFunding limited to a specific issue

Project criteria may be less specificNo routine notification process

Examples:– Class action lawsuits remaining balances– Reformulated Gasoline Settlement Fund

MISCELLANEOUS/NON-TRADITIONAL

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Carbon/pollution offsetsEntities pay to offset carbon or

pollutionPayments then used to fund green

projectsFunding typically limited to specific

issuesProjects not directly fleet related

(yet….)– TerraPass http://www.terrapass.com/– Carbonfund.org http://www.carbonfund.org/

MISCELLANEOUS/NON-TRADITIONAL

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INFORMATION RESOURCES

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• Local Clean Cities Coalition (!)• Websites (Clean Cities, AFDC, grants.gov)

• List serves, newsletters, and e-bulletins

• Industry/trade organizations (NGVA, NBB)

• Vendors• Fuel providers• Peers

INFORMATION RESOURCES

23www.cleancitieseastbay.org/federal.html

LOCAL CLEAN CITIES COALITION

24www.cleancitieseastbay.org/state.html

LOCAL CLEAN CITIES COALITION

25www.cleancitieseastbay.org/local.html

LOCAL CLEAN CITIES COALITION

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NATIONAL CLEAN CITIES (DOE)

http://www1.eere.energy.gov/cleancities/financial_opps.html

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NATIONAL CLEAN CITIES (DOE)

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ALTERNATIVE FUELS DATA CENTER

http://www.afdc.energy.gov/laws/

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AFDC FEDERAL

http://www.afdc.energy.gov/laws/fed_summary

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AFDC STATE RESOURCE DIRECTORY

http://www.afdc.energy.gov/laws/state

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AFDC STATE RESOURCE DIRECTORY

http://www.afdc.energy.gov/laws/local#1

AFDC LOCAL LAWS AND INCENTIVES

AFDC ALL LAWS AND INCENTIVES

http://www.afdc.energy.gov/laws/matrix/tech

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AFDC PROJECT ASSISTANCE

http://www.afdc.energy.gov/project_assistance.html

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GRANTS.GOV

http://www.grants.gov/

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SUBSCRIBE–“Clean Cities Now” & local coalition newsletters (free)http://www.afdc.energy.gov/cleancities/ccn/

–“National Idling Reduction Network News” monthly (free) Email “subscribe” to: tlevinson@anl.gov

–“Fleets & Fuels” bi-weekly e-newsletter ($397/yr)http://www.fleetsandfuels.com/

MORE INFORMATION RESOURCES

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IDLING REDUCTION NETWORK NEWS

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NEW! NEW! NEW!

For federal grants:

Central Contractor Registration (CCR)

is now the “System for Award Management”

(SAM)

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NEW! NEW! NEW!

https://www.sam.gov/portal/public/SAM

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EXISTING CCR REGISTRANTS

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Extra Credit!

Hey, what was that about the IRS again?

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Richard Battersby, CAFM, CPFPEast Bay Clean Cities Coalition

www.cleancitieseastbay.org

UC Davis- rebattersby@ucdavis.edu

More resources on following slides:

More resources on following slides:

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STRATEGIES

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• Identify needed funding, equipment, vehicles• Draft equipment specifications• Obtain cost estimates• Calculate and quantify emission reductions• Consult previous successful grantees• Obtain DUNS Number (http://fedgov.dnb.com/webform)

• Register with SAM (https://www.sam.gov/portal/public/SAM)

• Clean Cities (!)START NOW!!!

PREPARE

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• Attend grant workshops and meetings• Make yourself known to funding provider• Review previous successful proposals• Review previous funding solicitations• Identify solicitation areas that match your

needs• Tailor your proposal to match solicitation• Clean Cities (!)

RESEARCH FUNDING PROVIDER

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• Keep it simple and easy to follow• Follow solicitation sequence• Include ALL requested data• Stick to solicitation parameters• Explore collaborations/look for synergies

• Emphasize unique qualities• Seek third party input- Clean Cities

PROPOSAL WRITING

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• http://www.epa.gov/cleanenergy/energy-resources/calculator.html• http://www.afdc.energy.gov/afdc/vehicles/emissions.html• http://www.fueleconomy.gov/feg/findacar.htm• http://www.epa.gov/otaq/stateresources/tools.htm• http://www.arb.ca.gov/msprog/bus/manualcalc.htm• http://www.arb.ca.gov/msprog/onrdiesel/compliancetool.htm• http://www.arb.ca.gov/msei/onroad/latest_version.htm• http://www.arb.ca.gov/msprog/onroad/cert/cert.php• http://greet.es.anl.gov/carbon_footprint_calculator• http://greet.es.anl.gov/

BE PREPARED TO CALCULATE EMISSIONS

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• $300 million Department of Energy/ARRA• $156 million EPA/National Clean Diesel Funding• $30 million EPA/SmartWay Clean Diesel• $25.6 million EPA/Emerging Technologies Clean Diesel• $23.3 million CA Energy Commission AB118 • $19 million CA Energy Commission AFV production• $20.4 million CA Air Resources Board HVIP vouchers• $4.1 million CA Air Resources Board AFVIP rebates• $7 million Reformulated Gasoline Settlement Fund• $20 million Bay Area AQMD TFCA program• $31 million MTC Innovative Grants (GHG reduction)

2009 AVAILABLE GRANT AWARDS

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SUCCESS!

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SUCCESS!

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SUCCESS!

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WHAT IF YOU ARE NOT SUCCESSFUL?

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• Send thank you to grant provider• Ask for recommendations for improvement

• Review successful proposals• Remain in contact with grant provider• Consult successful applicants • Seek third party input- Clean Cities (!)

FOLLOW-UP EVEN IF NOT SUCCESSFUL

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Source- Federal DOE/ARRA funding solicitationNotice- Clean Cities, fleet publications

Criteria- Alternative fuel vehicle/station/education– Governmental entity/partnership– Emissions reduction– Petroleum fuel displacement

Project- Construct 75 biofuel stations in California Partners- Propel Fuel & CA State General Services

Award- $6.9 million DOE/$4 million CA Energy Commission

Notes- $16 million cost share, jobs, shovel ready, quantify

Status- Project started, 9 stations constructed in 2010

EXAMPLE 1- DOE/ARRA GRANT

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Source- Reformulated Gasoline Settlement Fund (cy pres)

Notice- Clean CitiesCriteria- Fuel or air emissions benefits to CA

consumers – Non-profit organizations or partnerships– Emissions reduction– Petroleum fuel use reduction

Project- Altamont CNG station to fuel CNG refuse trucks

Partners- Waste Management/Linde North AmericaAward- $500,000

Notes- $600,000 cost share, school age/elderly, quantify

Status- In contract, to be completed by 2012

EXAMPLE 2- RGSF CY PRES GRANT

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Source- Yolo/Solano Air Quality Management DistrictNotice- Clean Cities

Criteria- Reduce emissions from motor vehicles – Entity within district boundaries– Clean technology/low emission vehicles or fuels– Alternative transportation/transit programs or public

educationProject- 6 NEV’s replacing gasoline vehiclesPartners- University of California, Davis sole

applicantAward- $42,000

Notes- $66,000 cost share, cost effective, quantifyStatus- 6 vehicles fielded

EXAMPLE 3- AIR DISTRICT CLEAN AIR FUND

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• Federalhttp://www.grants.gov/http://www.fbo.govhttp://www.recovery.govhttp://www.irs.gov/

• DOE specifichttp://www.energy.gov/recovery/funding.htmhttp://www1.eere.energy.gov/wip/eecbg.htmhttp://www.energy.gov/recovery/index.htmhttp://www1.eere.energy.gov/recovery/

• Alternative Fuels Data Centerhttp://www1.eere.energy.gov/cleancities/financial_opps.htmlhttp://www.afdc.energy.gov/afdc/states/

• State Organizations–State Energy Officeshttp://www.naseo.org/members/states/default.aspx–Metropolitan Planning Organizations http://www.bts.gov/external_links/government/metropolitan_planning_organizations.html

LINKS

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American Public Works Association (APWA)http://www.apwa.net/

National Conference of State Fleet Administrators (NCSFA)https://www.ncsfa.net/

NAFA Fleet Management Association http://www.nafa.org/

Association of Equipment Management Professionals (AEMP)http://www.aemp.org/

Rocky Mountain Fleet Managers Association (RMFMA)http://www.rmfma.org/

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NATIONAL BIODIESEL BOARD (NBB)http://www.biodiesel.org/

ETHANOLRETAILER.COMhttp://www.e85fuel.com/index.php

ALTERNATIVE FUEL PRICIING http://www.eere.energy.gov/afdc/price_report.htmlhttp://gasprices.mapquest.com/index.jsp

BAF TECHNOLOGIES- EPA/CARB, CNG/LPG (Ford & GM)http://www.baftechnologies.com/index.htm

BAYTECH CORP- EPA/CARB, CNG/LPG (mostly GM)http://www.baytechcorp.com/

CONVERSION AND OTHER VENDORS IN GENERALhttp://www.eere.energy.gov/afdc/progs/related2.php

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DOE http://www1.eere.energy.gov/cleancities/http://www.doe.gov/energyefficiency/transportation.htmhttp://www1.eere.energy.gov/vehiclesandfuels/

EPAhttp://www.fueleconomy.gov/

Alternate Fuel Vehicle Institute (AFVi) http://www.afvi.org/

HybridCars.comhttp://www.hybridcars.com/frontpage

NGVC http://www.ngvc.com/