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ANNUAL REPORT 2019
3
Letter from the Executive Director
Our Work
Strengthen Industry Networks
Accelerate Market Adoption
Demonstrate Smart Transportation
Advance Transportation Policy
Diversity, Equity & Inclusion
Financials
Team Forth
3
4
5
8
13
16
18
19
20
It has been a year of significant growth and
change in the field of electric and smart
transportation.
Major vehicle manufacturers announced a
number of exciting new products and investments,
while electric utilities proposed unprecedented
levels of support toward transportation
electrification. Increasingly, key stakeholders,
from environmental advocates to city leaders,
are recognizing the critical role of cleaning up
transportation in order to address the climate
crisis.
The fight over vehicle efficiency standards in the
United States has injected unhealthy polarization
and uncertainty into the development of this
industry, but the long-term global movement to
electrify the transportation of people and goods
continues to accelerate.
Forth has experienced dramatic growth in
membership, attendance at our Roadmap
conference, and the number of projects we have
underway. We are also expanding our work
across the United States and internationally.
To support this growing portfolio, we doubled
our staff team – while maintaining our nimble,
empowering, entrepreneurial culture. I am deeply
proud of our team and their accomplishments, as
outlined in this annual report.
Looking ahead, Forth is doubling down on our core
approach: bringing diverse stakeholders together to
support a growing industry, demonstrating innovative
new business models, transforming consumer
awareness, and pursuing common-sense policies.
We will expand our work to promote best practices
through publications, webinars, and events. We
will also continue our work to overcome decades of
inequitable transportation investments and make
smart transportation accessible to traditionally
underserved communities.
Our society is still at the early stages of a profound
transformation of the way we move ourselves and our
products. I hope you will join us on the road ahead!
LETTER FROM THE EXECUTIVE DIRECTOR
Jeff Allen,
Executive Director
4
Strengthen Industry Networks
Accelerate Market Adoption
Demonstrate Smart Transportation
Advance Transportation Policy
Forth accelerates the use of smart transportation to move
people and goods in a more efficient and cleaner way.
We focus our work in four primary areas:
54
OUR WORK STRENGTHEN INDUSTRY NETWORKS
We connect companies with new opportunities and strengthen industry
relationships. We raise the profile of industry leaders and community
stakeholders, and we advocate for transportation electrification with
policymakers, the public and the press.
Forth is an organization of leaders in transportation
electrification. They’re great at convening, they’re great at
policy advocacy and EVgo is proud to be a member.
Jonathan Levy,
VP of Strategic Initiatives, EVgO
5
The thought leadership that’s displayed by Forth is important
to move the process forward for shared mobility that’s cleaner,
greener, and lower cost.
Maurice Henderson,
Director, Government Partnerships, Bird
Forth in Norway
Jeanette Shaw, Forth’s Sr.
Director of Public Affairs and
Policy, attended the Nordic EV
Summit in Oslo, Norway along
with approximately 500 other
attendees representing over
24 countries.
Forth in France
A Forth delegation attended,
spoke and exhibited at EVS32 in
Lyon, France. Forth staff presented
papers on Equitable E-Mobility,
Consumer Engagement Best
Practices, and Energy Provider
Actions on Electric Transportation.
Representatives from Forth spoke at 20 conferences throughout 2019 including: EVS32, the Nordic EV Summit, the Green
Transportation Summit & Expo, the Shared Mobility Summit, Solar Power International, Enterprise Ireland’s CASE: Driving
the Future Transatlantic Forum on Future Mobility, and more.
THOUGHT LEADERSHIP:
FORTH AROUND THE WORLD
Forth’s annual Roadmap conference further expanded
its position as the nation’s leading event in the electric
and smart transportation space this year. We saw a
40% increase from 2018 to nearly 1,200 attendees.
Over 120 speakers representing 16 nations discussed
topics from equity-based transportation projects to the
future of fast charging.
Forth presented the first annual Roadmap Awards at
the conference, honoring individual and organizational
leaders in the transportation electrification industry.
ROADMAP CONFERENCE
Forth has set the stage for Portland as the next host city of the International Electric Vehicle Symposium (EVS33)
in June of 2020. This marks the first time the world’s largest conference on transportation electrification will be held
in the Pacific Northwest.
THE ROAD AHEAD
Our members are the companies and organizations whose
trailblazing ideas, innovative technologies, and thoughtful
advocacy transform how we get around.
Forth is committed to helping members connect with
partner organizations and policymakers to reach new
markets to advance transportation electrification.
Membership provides networking opportunities with our
broad industry, non-profit, and government connections,
and grants access to member-only programs, resources,
and events.
We introduced a new membership structure in 2019,
providing additional member-only benefits, resources
and connections.
We hosted ten networking events over the course of
the year focused on the various elements of smart
transportation, including micromobility, heavy-duty
electrification, autonomous vehicles and financing tools to
increase access to EVs.
Our monthly webinars explored community projects, equity
in transportation electrification, EV infrastructure in building
codes, and utilities’ approach to smart transportation.
Our events and webinars included speakers from Daimler,
Sierra Club, Echodyne, Uber, Beneficial State Bank, the City
of Seattle, Lyft, the City of Portland, and more.
We are planning an expanded program of webinars to
make the newest and best information readily available
to our members, wherever they work. We will also expand
our networking receptions and events across the country,
deepening relationships with our current members while
also creating more opportunities for new members to
engage.
MEMBERSHIP THE ROAD AHEAD:
Forth membership increased by
35% this year to 185 members.
6 7
Forth in Ireland
Ashley Duplanty, Forth’s
International Marketing Manager,
attended CASE: Driving the Future
forum in Dublin, Ireland to speak
on the role of U.S. cities to drive
EV adoption.
The Forth Electric Showcase is a brand-neutral electric
vehicle showroom with a fleet that includes electric cars,
scooters, bikes and charging technology.
We provide a sales-free environment with friendly
and knowledgeable staff providing test drives and
information to people interested in learning about
electric transportation and more.
In 2019 we hosted 2,760 visitors to the showcase and
conducted 784 test drives.
We also work with micromobility companies to host
scooter safety workshops at our showcase and in
communities to promote safe riding.
Lyft used the Forth showcase to launch its Green Mode
program, which offers electric and hybrid cars to ride-
hailing customers in Portland, OR.
The showcase will continue to serve as an important
hub for transportation electrification workshops,
demonstrations, test drives and trainings.
We’ll also host product launches and work with
local electric vehicle dealers to highlight new electric
vehicles for test drives and information.
FORTH ELECTRIC SHOWCASE
THE ROAD AHEAD
In 2019 we hosted 2,760 visitors
to the showcase and conducted
784 test drives.
ACCELERATE MARKET ADOPTION
Working with diverse partners, we showcase new technologies
and bring the broad range of electric transportation opportunities
to the public.
We bring people together to show what the future looks like
and how to make these technologies more accessible
to people who need them the most.
Zachary Henkin,
Deputy Director, Forth
8 9
Oregon
Washington
California
Idaho
Montana
In 2019 we held 29 ride and drives
working with over 25 unique communities
and over 30 different dealerships.
Forth partners with regional utilities, auto dealerships, and
local events to conduct consumer outreach and expose
people to the joys of driving an electric vehicle.
In 2019 our ride and drive program focused on adding
events that created opportunities to engage with rural
communities. We held over 30 ride & drives working
with over 25 unique communities and over 30 different
dealerships. We engaged with 2,237 people, provided 362
test drives, 271 test rides and displayed over 20 electric
vehicle models. We partnered with over 25 professional
organizations and more than 10 community-based
organizations.
Forth will continue bringing electric vehicles to
communities that have limited exposure to the vehicles
and technology, seeding the concept of electrification,
encouraging additional infrastructure and engaging
new stakeholders. We’ll be providing ride & drives with
Pacific Power along the west coast, and with Portland
General Electric at the launch of multiple “Electric
Avenue” public charging stations in Portland.
RIDE & DRIVES
THE ROAD AHEAD
10 11
UTILITY ENGAGEMENT
Forth serves as the Backstop Aggregator for the Oregon Clean Fuels Program,
administered by the Oregon Department of Environmental Quality. The revenue
generated from these credits is put back into transportation electrification outreach
and education statewide.
We conduct outreach across Oregon to inform utilities about the Clean Fuels
Program, create co-branded collateral, support utility events with information
about electric vehicles, assist with transportation electrification strategies, sponsor
studies on the value of electric vehicles to consumers, and host trainings with
utilities to go over the importance, benefits and best practices of developing
programs promoting transportation electrification.
This is an emerging partnership with utilities and municipalities to drive increased
EV adoption by recruiting and certifying a local network of EV-friendly dealerships
and driving prospective customers to certified dealers.
AUTOMOTIVE DEALERSHIP ENGAGEMENT PROGRAM
1312
Forth provided outreach and technical assistance to community-based
organizations in Oregon working to submit grant applications to the Portland
General Electric Drive Change Fund to electrify vehicles used in their daily
operations. Forth assisted in the submission of 29 grant applications, requesting
over $3.2 million.
THE DRIVE CHANGE CAMPAIGN
Forth is working with Oregon’s Department of Environmental Quality on education,
outreach and promotions for the state’s electric vehicle rebate program.
OREGON CLEAN VEHICLE REBATE PROGRAM
Forth encourages major employers to provide charging for employees by offering
technical assistance, information about local financial incentives, and public
recognition.
WORKPLACE CHARGING
DEMONSTRATE SMART TRANSPORTATION
We bring companies and communities together to test new transportation
technologies and business models. We draw on our diverse relationships
and a collaborative process to discover best practices and collaboratively
develop projects that center equity in their design and implementation.
13
We not only talk to folks who are heavily involved in the industry,
we’re also talking to community members to ensure that
transportation is available to everyone.
Gina Avalos,
Associate Director, Forth
This project will be the first of its kind, bringing a plug-in electric vehicle carsharing
model to rural communities, providing cleaner and more efficient
mobility options to local businesses and visitors. Forth received funding for the
Clean Rural Shared Electric Mobility (CRuSE) Project from the U.S. Department
of Energy’s Vehicle Technologies Office.
RURAL CARSHARING
ELECTRIFY YOUR EARNINGS
This fair financing pilot program will help rideshare drivers, who experience
significant barriers to entry, secure financing for a used electric car. Participants
receive education and coaching on how to successfully transition to driving an
EV, lower financing rates than would otherwise be available, as well as financial
counseling and assistance with credit repair.
Forth is collaborating with Energetics and the Center for Sustainable Energy on
a U.S. Department of Energy-funded project that aims to evaluate the barriers to
charging at multi-unit dwellings. The project will demonstrate innovative technologies
and create a toolkit with resources to address barriers identified and lessons learned
to accelerate the facilitation in multi-unit dwellings and apartment buildings.
MULTI-UNIT DWELLINGS
Forth supported Indianapolis with the creation and
execution of a consumer education and marketing
campaign that helped inform 10,000 residents on
electric transportation and developed new incentives
to get drivers to buy EVs.
Forth helped the City of St. Louis explore strategies
to center equity in electric mobility programs.
We worked with a local Community Development
Corporation to identify opportunities for their
residents to benefit from electric mobility.
Forth helped the City of Boston introduce their
unprecedented EV Readiness ordinance, one of the
most ambitious in the country, which supports the
city’s goal to increase electric car purchases five-fold.
Forth worked with the city to develop the policy and
its implementation guidance, including crafting a
point system to enable flexible compliance.
AMERICAN CITIES CLIMATE CHALLENGE
Forth’s main areas of focus include advising cities about education and incentives for electric vehicle adoption, electric
charging infrastructure, and market transformation.
Forth is deepening our engagement with cities within the Challenge, working with municipalities and utilities on
infrastructure, fleet electrification, workplace and public charging, community engagement and outreach, automotive
dealer engagement, carsharing electrification, multi-unit dwelling infrastructure, ride and drives, micromobility safety
trainings, budgeting, policy and best practices.
THE ROAD AHEAD
The American Cities Climate Challenge is a Bloomberg Philanthropies initiative that aims to
accelerate and deepen efforts to create a positive climate impact through 2020 and showcase
the benefits – good jobs, cleaner air, and cost savings – that can result for U.S. cities.
1514
Forth is bringing together utilities, charging network providers and ride-hailing
companies to provide a framework to support drivers with electric vehicles.
Forth provides education, marketing, and training to transportation networking
company staff, drivers and passengers to increase adoption of electric vehicles
within the ridesharing space.
ELECTRIFYING RIDESHARE
ADVANCE TRANSPORTATION POLICY
With smart policy, we’re motivating change.
We’re advancing smart laws and policies to support the emerging
electric and smart transportation industry, and to make it easier to
choose sustainable ways of getting around. Through strategic action
and strong collaborations with members, elected officials and industry
partners, we’re changing the future of transportation.
Forth is our anchor and our advocate out in the community.
They lead the path for policies that will work for EV drivers
from state to state and utility to utility.
Dave Robertson
VP of Public Policy, PGE
17
LEGISLATIVE ACCOMPLISHMENTS
Forth lobbied successfully for the allocation of $650,000 to fund
upgrades and expansion of the West Coast Electric Highway, in Oregon.
WEST COAST ELECTRIC HIGHWAY
Forth was active in re-establishing the sales tax incentive for
electric vehicles, including used vehicles.
WASHINGTON SALES TAX EXEMPTION
Forth is strengthening its work to support the full range of electric vehicles, from scooters and
micromobility services to medium and heavy-duty vehicles. In 2020, we will launch a new project
to support collaboration between environmental advocates and equity organizations in multiple
states around the country, and play a more active role in national policy discussions.
THE ROAD AHEAD
Forth worked with Climate Solutions, the Oregon Environmental Council, and
Verde to build a strong coalition to advance transportation electrification policy
in Oregon. This effort led to new funding and staff capacity in all of these
organizations, and a gathering of dozens of diverse transportation advocates
to identify shared concerns and priorities.This work is laying the foundation for
stronger action in the years ahead, and creating a model for other states.
COALITION BULIDING
16
Forth is committed to building diversity, equity, and inclusion into all aspects of our work. It is critical to build relationships
and trust with community-based organizations, seeking first to understand the communities and their needs before
proposing solutions.
•	 In 2019 we completed a case study on our experience
managing Uber Community Impact Initiative (CII)
programs, Hacienda CDC in Portland, OR and Seattle
Housing Authority in Seattle, WA.
•	 We helped Puget Sound Energy design a project
implementation plan to deliver a multi-family car share
project in low-income communities throughout their
service territory.
•	 We worked with Portland General Electric (PGE), to provide
outreach and assistance to community-based organizations
as they submitted applications for transportation
electrification projects to the PGE Drive Change Fund.
•	 We secured funding to launch an EV car sharing
program in rural Oregon.
•	 We’ve developed important collateral in ten different
languages to serve a diverse community with access to
critical information on transportation electrification.
DIVERSITY, EQUITY & INCLUSION
Equity is not a program, or a box to be checked - it is a set of skills and practices that we have to continuously develop.
We don’t believe we can be successful in advancing smart transportation unless we are also successful in advancing equity.
•	 Our annual Roadmap Conference included multiple equity-
focused sessions and a keynote focused on the importance
of equity in transportation. We also expanded our equity
scholarship program, which supports attendance by those
working in traditionally underserved communities.
•	 An understanding of equity is a focus area when we interview
candidates for employment. All interview panels include at
least one person of color.
•	 Based on a recent survery, 9 of 21 staff and 2 of 12 board
members identify as a person of color while 10 of 20 staff
and 3 of 15 board members identify as female.
•	 All members of our leadership team have participated in a
“Reframing Racism” training at Portland’s Center for Equity
and Inclusion.
•	 We include discussions centered around DEI at staff meetings
and board meetings, and created an internal
DEI book club to expand our conversations.
THE ROAD AHEAD
It’s really important to have partners like
Forth who are able to get electric vehicles
into the hands of people who wouldn’t be
able to have them otherwise.
Hana Creger,
Environmental Equity Program Manager, Greelnling Institute
FINANCIALS
Established in 2011 with Oregon
Lottery funds, we are now
financially independent and
have cultivated funding from
diverse sources including
membership dues, event
sponsorships and ticket sales,
government and foundation
grants, and private contracts.
The Forth Mobility Fund
also serves as the backstop
aggregator under Oregon’s
Clean Fuels Program.
We are deeply grateful to our many funders and partners, who have helped us dramatically grow our work to
accelerate clean mobility. The following financial snapshot provides additional detail. Our annual audits, as
well as our IRS Form 990 tax filings, are available on our website at: https://forthmobility.org/legal-financial
18
•	 Foundation Grants	 -	 $673,837
•	 Government Grants	 -	 $695,229
•	 Clean Fuels		 -	 $703,430
•	 Program Fees		 -	 $256,952
•	 Membership Dues	 -	 $193,449
•	 Event Income		 -	 $386,888
•	 Sponsorships		 -	 $268,406
•	 Donations/Interest/	-	 $16,685
Other Income	
•	 Total Revenue		 -	 $3,194,876
REVENUE (FY 2019)
•	 Program Services	 -	 $2,733,083
•	 Administration		 -	 $263,601
•	 Fundraising		 -	 $81,993
•	 Total Expenses		 -	 $3,078,677
EXPENSES (FY 2019)
•	 End of Year Assets	 -	 $1,771,001
•	 Beginning of Year Assets	 -	 $1,517,870
•	 Change		 -	$253,131
***
The financial statements above are drafts and
have not been audited.
Forth is a 501(c)(6) nonprofit with a closely affiliated 501(c)(3),the Forth Mobility
Fund. The two organizations work closely together and file a consolidated audit.
19
20
•	 Jeff Allen – Executive Director
•	 Zach Henkin – Deputy Director
•	 Gina Avalos – Associate Director
•	 Jeanette Shaw – Sr. Director, Public Affairs and Policy
•	 Ashley Duplanty – International Marketing Manager
•	 Steve Gutmann – Sr. Program Manager
•	 Thor Hinckley – Sr. Program Manager
•	 Kevin Friedman – Communications Manager
•	 Simbiat Yusuff – Communications Associate
•	 Kelly Yearick – Program Manager
•	 Tegan Molloy – Program Manager
•	 Erin Galiger – Program Manager
•	 Steven Alaman – Program Manager
•	 Sergio Lopez – Program Manager
•	 Connor Herman – Program Manager
•	 Anne Ramzy – Program Manager
•	 Eric Huang – Program Manager
•	 Maria Clark – Office Associate
•	 Nadison Kannan – Program Associate
•	 Whit Jamieson – Program Associate
•	 Joe Wachunas – Program Associate
•	 Sean Brosnihan – Communication Engagement Specialist
•	 Manuel Morales – Community Engagement Intern
•	 Amy Hillman – President
•	 Tim Miller – Treasurer
•	 Linda White - Secretary
•	 Charlie Allcock
•	 Sean Bagsby
•	 Patti Best
•	 Ben Farrow
•	 Rep. Jake Fey
•	 Sue Gander
•	 Gordon Hoffman
•	 Wayne Killen
•	 John Morris
•	 Román Partida-López
•	 James Price
•	 Dexter Turner
FORTH STAFF BOARD MEMBERS
21
•	 ABB
•	 ampUp
•	 Blink Charging
•	 ChargeHub
•	 Chargeway
•	 Clipper Creek
•	 Efacec
•	 Electric Vehicle
Support
•	 EV 4
•	 EV Box
•	 EV Connect
•	 EVgo
•	 EVmatch, Inc.
•	 Electrify America
•	 FlexCharging
•	 FLO
•	 FreeWire Technologies
•	 Greenlots
•	 Hubject - U.S. Office
•	 KERBspace
•	 National Car Charging
•	 OpConnect
•	 PlugShare
•	 SafeConnect Systems
•	 SemaConnect
•	 Wallbox
CHARGING STATION FIRMS
•	 American Honda Motor Company
•	 Arcimoto
•	 Audi
•	 BMW North America
•	 BYD
•	 Daimler Trucks North America
•	 Electra Meccanica
•	 Fiat Chrysler Automobiles
•	 Ford
•	 General Motors
•	 Jaguar Land Rover
•	 Mercedes-Benz
•	 Mitsubishi Motors North America, Inc.
•	 Mobility Cubed Inc.
•	 Nissan North America
•	 Proterra
•	 Subaru
•	 Toyota Motor North America
•	 Volkswagen Group of America
MAJOR VEHICLE MANUFACTURERS
•	 IES-Synergy
•	 Mentor, A Siemens Business
•	 Molex
•	 moovel
•	 PhihongUSA
•	 Silver Eagle Manufacturing Company
•	 Unico Power Corporation
COMPONENT SUPPLIERS
•	 Blachly-Lane Electric
Cooperative
•	 Central Lincoln People’s
Utility District
•	 Chelan County PUD
•	 Clark Public Utilities
•	 Columbia River People’s
Utility District
•	 Emerald People’s Utility
District
•	 Eugene Water and
Electric Board
•	 Idaho Power
•	 Midstate Electric
Cooperative
•	 Northern Wasco
County PUD
•	 Pacific Power
•	 Portland General
Electric
•	 Puget Sound Energy
•	 Rocky Mountain Power
•	 Salem Electric
•	 Seattle City Light
•	 Tacoma Power
UTILITIES
TEAM FORTH
22
•	 Alliance of Automobile Manufacturers
•	 Bonneville Environmental Foundation
•	 CleanTech Alliance
•	 Climate Solutions
•	 Columbia-Willamette Clean Cities Coalition
•	 ECOSS
•	 Environment Oregon
•	 GRID Alternatives
•	 Hacienda Community Development Corporation
•	 Natural Resources Defense Council (NRDC)
•	 Oregon Environmental Council
•	 Oregon Food Bank
•	 Solar Oregon
•	 Technology Association of Oregon
•	 The Center for Transportation and the Environment
•	 VERDE
•	 Westside Transportation Alliance
NONPROFIT ORGANIZATIONS
•	 Bird Rides Inc.
•	 Lime
•	 Lyft
•	 Swiftmile
•	 Uber Technologies
SHARED MOBILITY FIRMS
•	 A&R Solar
•	 Clean Energy Works
•	 Clean Power Research
•	 Electric Vehicle Support, A Division of Puget Sound
Solar
•	 Energy Northwest
•	 Energy Trust of Oregon
•	 Puget Sound Solar LLC
•	 Ulupono Initiative
RENEWABLE ENERGY FIRMS
23
•	 AAA
•	 Automic Auto
•	 Community Cycling Center
•	 Cynergy E-Bikes
•	 Platt Auto
•	 Ravin Energy LLC
•	 SHIFT Electric Vehicles
DEALER/SERVICE SHOPS
•	 City of Ashland
•	 City of Hillsboro
•	 City of Portland
•	 City of Seattle
•	 Lane Regional Air Protection Agency
•	 Oregon Department of Administrative Services
•	 Prosper Portland
•	 TriMet
GOVERNMENT AGENCIES
SHARED MOBILITY
•	 Bird Rides Inc.
•	 Envoy
•	 EVO Scooters
•	 Lime
•	 Lyft
•	 MTR Western
•	 Razor USA
•	 Spin
•	 Swiftmile
•	 Uber
PROFESSIONAL SERVICE FIRMS
•	 Atlas Public Policy
•	 Black & Veatch
•	 Brazell & Company
•	 Burns & McDonnell
•	 Cadeo Group
•	 Charlie Allcock Consulting LLC
•	 CleanFuture
•	 Collaborative Efficiency
•	 Connecticut Green Bank
•	 Cox Automotive
•	 Cyan Strategies
•	 D+R International
•	 DKS Associates
•	 Durst Energy LLC
•	 Electric Commute Consulting
•	 EMI Consulting
•	 FleetCarma
•	 Green Rising Marketing
•	 Learned On, LLC
•	 Mast Collaborative
•	 Northwest Partners LLC
•	 Pacific Mobility Group Inc.
•	 Rare Comet LLC
•	 Research Into Action
•	 Ride Report
•	 S Curve Strategies
•	 Social Enterprises Inc.
•	 Stoel Rives LLC
•	 Thorn Run Partners
•	 ZappyRide
•	 California Transportation Electrification Coalition
•	 CALSTART
•	 Center for Sustainable Energy
•	 Charge Across Town
•	 ChargEVC
•	 Electric Auto Association
•	 Electrification Coalition
•	 EVHybridNoire
•	 FIER Automotive
•	 IBEW 48
•	 Northwest Environmental Business Council (NEBC)
•	 Northwest Public Power Association
•	 NW Energy Coalition
•	 Oregon Electric Vehicle Association (OEVA)
•	 Plug In America
•	 Renewable Hydrogen Alliance
•	 Sierra Club - Oregon Chapter
•	 Smart Electric Power Alliance (SEPA)
•	 The Greenlining Institute
•	 Institute of Energy Studies - Western Washington
University
AFFILIATED ORGANIZATIONS
www.forthmobility.org
info@forthmobility.org

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Forth's 2019 Annual Report

  • 2. 3 Letter from the Executive Director Our Work Strengthen Industry Networks Accelerate Market Adoption Demonstrate Smart Transportation Advance Transportation Policy Diversity, Equity & Inclusion Financials Team Forth 3 4 5 8 13 16 18 19 20 It has been a year of significant growth and change in the field of electric and smart transportation. Major vehicle manufacturers announced a number of exciting new products and investments, while electric utilities proposed unprecedented levels of support toward transportation electrification. Increasingly, key stakeholders, from environmental advocates to city leaders, are recognizing the critical role of cleaning up transportation in order to address the climate crisis. The fight over vehicle efficiency standards in the United States has injected unhealthy polarization and uncertainty into the development of this industry, but the long-term global movement to electrify the transportation of people and goods continues to accelerate. Forth has experienced dramatic growth in membership, attendance at our Roadmap conference, and the number of projects we have underway. We are also expanding our work across the United States and internationally. To support this growing portfolio, we doubled our staff team – while maintaining our nimble, empowering, entrepreneurial culture. I am deeply proud of our team and their accomplishments, as outlined in this annual report. Looking ahead, Forth is doubling down on our core approach: bringing diverse stakeholders together to support a growing industry, demonstrating innovative new business models, transforming consumer awareness, and pursuing common-sense policies. We will expand our work to promote best practices through publications, webinars, and events. We will also continue our work to overcome decades of inequitable transportation investments and make smart transportation accessible to traditionally underserved communities. Our society is still at the early stages of a profound transformation of the way we move ourselves and our products. I hope you will join us on the road ahead! LETTER FROM THE EXECUTIVE DIRECTOR Jeff Allen, Executive Director
  • 3. 4 Strengthen Industry Networks Accelerate Market Adoption Demonstrate Smart Transportation Advance Transportation Policy Forth accelerates the use of smart transportation to move people and goods in a more efficient and cleaner way. We focus our work in four primary areas: 54 OUR WORK STRENGTHEN INDUSTRY NETWORKS We connect companies with new opportunities and strengthen industry relationships. We raise the profile of industry leaders and community stakeholders, and we advocate for transportation electrification with policymakers, the public and the press. Forth is an organization of leaders in transportation electrification. They’re great at convening, they’re great at policy advocacy and EVgo is proud to be a member. Jonathan Levy, VP of Strategic Initiatives, EVgO 5 The thought leadership that’s displayed by Forth is important to move the process forward for shared mobility that’s cleaner, greener, and lower cost. Maurice Henderson, Director, Government Partnerships, Bird
  • 4. Forth in Norway Jeanette Shaw, Forth’s Sr. Director of Public Affairs and Policy, attended the Nordic EV Summit in Oslo, Norway along with approximately 500 other attendees representing over 24 countries. Forth in France A Forth delegation attended, spoke and exhibited at EVS32 in Lyon, France. Forth staff presented papers on Equitable E-Mobility, Consumer Engagement Best Practices, and Energy Provider Actions on Electric Transportation. Representatives from Forth spoke at 20 conferences throughout 2019 including: EVS32, the Nordic EV Summit, the Green Transportation Summit & Expo, the Shared Mobility Summit, Solar Power International, Enterprise Ireland’s CASE: Driving the Future Transatlantic Forum on Future Mobility, and more. THOUGHT LEADERSHIP: FORTH AROUND THE WORLD Forth’s annual Roadmap conference further expanded its position as the nation’s leading event in the electric and smart transportation space this year. We saw a 40% increase from 2018 to nearly 1,200 attendees. Over 120 speakers representing 16 nations discussed topics from equity-based transportation projects to the future of fast charging. Forth presented the first annual Roadmap Awards at the conference, honoring individual and organizational leaders in the transportation electrification industry. ROADMAP CONFERENCE Forth has set the stage for Portland as the next host city of the International Electric Vehicle Symposium (EVS33) in June of 2020. This marks the first time the world’s largest conference on transportation electrification will be held in the Pacific Northwest. THE ROAD AHEAD Our members are the companies and organizations whose trailblazing ideas, innovative technologies, and thoughtful advocacy transform how we get around. Forth is committed to helping members connect with partner organizations and policymakers to reach new markets to advance transportation electrification. Membership provides networking opportunities with our broad industry, non-profit, and government connections, and grants access to member-only programs, resources, and events. We introduced a new membership structure in 2019, providing additional member-only benefits, resources and connections. We hosted ten networking events over the course of the year focused on the various elements of smart transportation, including micromobility, heavy-duty electrification, autonomous vehicles and financing tools to increase access to EVs. Our monthly webinars explored community projects, equity in transportation electrification, EV infrastructure in building codes, and utilities’ approach to smart transportation. Our events and webinars included speakers from Daimler, Sierra Club, Echodyne, Uber, Beneficial State Bank, the City of Seattle, Lyft, the City of Portland, and more. We are planning an expanded program of webinars to make the newest and best information readily available to our members, wherever they work. We will also expand our networking receptions and events across the country, deepening relationships with our current members while also creating more opportunities for new members to engage. MEMBERSHIP THE ROAD AHEAD: Forth membership increased by 35% this year to 185 members. 6 7 Forth in Ireland Ashley Duplanty, Forth’s International Marketing Manager, attended CASE: Driving the Future forum in Dublin, Ireland to speak on the role of U.S. cities to drive EV adoption.
  • 5. The Forth Electric Showcase is a brand-neutral electric vehicle showroom with a fleet that includes electric cars, scooters, bikes and charging technology. We provide a sales-free environment with friendly and knowledgeable staff providing test drives and information to people interested in learning about electric transportation and more. In 2019 we hosted 2,760 visitors to the showcase and conducted 784 test drives. We also work with micromobility companies to host scooter safety workshops at our showcase and in communities to promote safe riding. Lyft used the Forth showcase to launch its Green Mode program, which offers electric and hybrid cars to ride- hailing customers in Portland, OR. The showcase will continue to serve as an important hub for transportation electrification workshops, demonstrations, test drives and trainings. We’ll also host product launches and work with local electric vehicle dealers to highlight new electric vehicles for test drives and information. FORTH ELECTRIC SHOWCASE THE ROAD AHEAD In 2019 we hosted 2,760 visitors to the showcase and conducted 784 test drives. ACCELERATE MARKET ADOPTION Working with diverse partners, we showcase new technologies and bring the broad range of electric transportation opportunities to the public. We bring people together to show what the future looks like and how to make these technologies more accessible to people who need them the most. Zachary Henkin, Deputy Director, Forth 8 9
  • 6. Oregon Washington California Idaho Montana In 2019 we held 29 ride and drives working with over 25 unique communities and over 30 different dealerships. Forth partners with regional utilities, auto dealerships, and local events to conduct consumer outreach and expose people to the joys of driving an electric vehicle. In 2019 our ride and drive program focused on adding events that created opportunities to engage with rural communities. We held over 30 ride & drives working with over 25 unique communities and over 30 different dealerships. We engaged with 2,237 people, provided 362 test drives, 271 test rides and displayed over 20 electric vehicle models. We partnered with over 25 professional organizations and more than 10 community-based organizations. Forth will continue bringing electric vehicles to communities that have limited exposure to the vehicles and technology, seeding the concept of electrification, encouraging additional infrastructure and engaging new stakeholders. We’ll be providing ride & drives with Pacific Power along the west coast, and with Portland General Electric at the launch of multiple “Electric Avenue” public charging stations in Portland. RIDE & DRIVES THE ROAD AHEAD 10 11 UTILITY ENGAGEMENT Forth serves as the Backstop Aggregator for the Oregon Clean Fuels Program, administered by the Oregon Department of Environmental Quality. The revenue generated from these credits is put back into transportation electrification outreach and education statewide. We conduct outreach across Oregon to inform utilities about the Clean Fuels Program, create co-branded collateral, support utility events with information about electric vehicles, assist with transportation electrification strategies, sponsor studies on the value of electric vehicles to consumers, and host trainings with utilities to go over the importance, benefits and best practices of developing programs promoting transportation electrification. This is an emerging partnership with utilities and municipalities to drive increased EV adoption by recruiting and certifying a local network of EV-friendly dealerships and driving prospective customers to certified dealers. AUTOMOTIVE DEALERSHIP ENGAGEMENT PROGRAM
  • 7. 1312 Forth provided outreach and technical assistance to community-based organizations in Oregon working to submit grant applications to the Portland General Electric Drive Change Fund to electrify vehicles used in their daily operations. Forth assisted in the submission of 29 grant applications, requesting over $3.2 million. THE DRIVE CHANGE CAMPAIGN Forth is working with Oregon’s Department of Environmental Quality on education, outreach and promotions for the state’s electric vehicle rebate program. OREGON CLEAN VEHICLE REBATE PROGRAM Forth encourages major employers to provide charging for employees by offering technical assistance, information about local financial incentives, and public recognition. WORKPLACE CHARGING DEMONSTRATE SMART TRANSPORTATION We bring companies and communities together to test new transportation technologies and business models. We draw on our diverse relationships and a collaborative process to discover best practices and collaboratively develop projects that center equity in their design and implementation. 13 We not only talk to folks who are heavily involved in the industry, we’re also talking to community members to ensure that transportation is available to everyone. Gina Avalos, Associate Director, Forth
  • 8. This project will be the first of its kind, bringing a plug-in electric vehicle carsharing model to rural communities, providing cleaner and more efficient mobility options to local businesses and visitors. Forth received funding for the Clean Rural Shared Electric Mobility (CRuSE) Project from the U.S. Department of Energy’s Vehicle Technologies Office. RURAL CARSHARING ELECTRIFY YOUR EARNINGS This fair financing pilot program will help rideshare drivers, who experience significant barriers to entry, secure financing for a used electric car. Participants receive education and coaching on how to successfully transition to driving an EV, lower financing rates than would otherwise be available, as well as financial counseling and assistance with credit repair. Forth is collaborating with Energetics and the Center for Sustainable Energy on a U.S. Department of Energy-funded project that aims to evaluate the barriers to charging at multi-unit dwellings. The project will demonstrate innovative technologies and create a toolkit with resources to address barriers identified and lessons learned to accelerate the facilitation in multi-unit dwellings and apartment buildings. MULTI-UNIT DWELLINGS Forth supported Indianapolis with the creation and execution of a consumer education and marketing campaign that helped inform 10,000 residents on electric transportation and developed new incentives to get drivers to buy EVs. Forth helped the City of St. Louis explore strategies to center equity in electric mobility programs. We worked with a local Community Development Corporation to identify opportunities for their residents to benefit from electric mobility. Forth helped the City of Boston introduce their unprecedented EV Readiness ordinance, one of the most ambitious in the country, which supports the city’s goal to increase electric car purchases five-fold. Forth worked with the city to develop the policy and its implementation guidance, including crafting a point system to enable flexible compliance. AMERICAN CITIES CLIMATE CHALLENGE Forth’s main areas of focus include advising cities about education and incentives for electric vehicle adoption, electric charging infrastructure, and market transformation. Forth is deepening our engagement with cities within the Challenge, working with municipalities and utilities on infrastructure, fleet electrification, workplace and public charging, community engagement and outreach, automotive dealer engagement, carsharing electrification, multi-unit dwelling infrastructure, ride and drives, micromobility safety trainings, budgeting, policy and best practices. THE ROAD AHEAD The American Cities Climate Challenge is a Bloomberg Philanthropies initiative that aims to accelerate and deepen efforts to create a positive climate impact through 2020 and showcase the benefits – good jobs, cleaner air, and cost savings – that can result for U.S. cities. 1514 Forth is bringing together utilities, charging network providers and ride-hailing companies to provide a framework to support drivers with electric vehicles. Forth provides education, marketing, and training to transportation networking company staff, drivers and passengers to increase adoption of electric vehicles within the ridesharing space. ELECTRIFYING RIDESHARE
  • 9. ADVANCE TRANSPORTATION POLICY With smart policy, we’re motivating change. We’re advancing smart laws and policies to support the emerging electric and smart transportation industry, and to make it easier to choose sustainable ways of getting around. Through strategic action and strong collaborations with members, elected officials and industry partners, we’re changing the future of transportation. Forth is our anchor and our advocate out in the community. They lead the path for policies that will work for EV drivers from state to state and utility to utility. Dave Robertson VP of Public Policy, PGE 17 LEGISLATIVE ACCOMPLISHMENTS Forth lobbied successfully for the allocation of $650,000 to fund upgrades and expansion of the West Coast Electric Highway, in Oregon. WEST COAST ELECTRIC HIGHWAY Forth was active in re-establishing the sales tax incentive for electric vehicles, including used vehicles. WASHINGTON SALES TAX EXEMPTION Forth is strengthening its work to support the full range of electric vehicles, from scooters and micromobility services to medium and heavy-duty vehicles. In 2020, we will launch a new project to support collaboration between environmental advocates and equity organizations in multiple states around the country, and play a more active role in national policy discussions. THE ROAD AHEAD Forth worked with Climate Solutions, the Oregon Environmental Council, and Verde to build a strong coalition to advance transportation electrification policy in Oregon. This effort led to new funding and staff capacity in all of these organizations, and a gathering of dozens of diverse transportation advocates to identify shared concerns and priorities.This work is laying the foundation for stronger action in the years ahead, and creating a model for other states. COALITION BULIDING 16
  • 10. Forth is committed to building diversity, equity, and inclusion into all aspects of our work. It is critical to build relationships and trust with community-based organizations, seeking first to understand the communities and their needs before proposing solutions. • In 2019 we completed a case study on our experience managing Uber Community Impact Initiative (CII) programs, Hacienda CDC in Portland, OR and Seattle Housing Authority in Seattle, WA. • We helped Puget Sound Energy design a project implementation plan to deliver a multi-family car share project in low-income communities throughout their service territory. • We worked with Portland General Electric (PGE), to provide outreach and assistance to community-based organizations as they submitted applications for transportation electrification projects to the PGE Drive Change Fund. • We secured funding to launch an EV car sharing program in rural Oregon. • We’ve developed important collateral in ten different languages to serve a diverse community with access to critical information on transportation electrification. DIVERSITY, EQUITY & INCLUSION Equity is not a program, or a box to be checked - it is a set of skills and practices that we have to continuously develop. We don’t believe we can be successful in advancing smart transportation unless we are also successful in advancing equity. • Our annual Roadmap Conference included multiple equity- focused sessions and a keynote focused on the importance of equity in transportation. We also expanded our equity scholarship program, which supports attendance by those working in traditionally underserved communities. • An understanding of equity is a focus area when we interview candidates for employment. All interview panels include at least one person of color. • Based on a recent survery, 9 of 21 staff and 2 of 12 board members identify as a person of color while 10 of 20 staff and 3 of 15 board members identify as female. • All members of our leadership team have participated in a “Reframing Racism” training at Portland’s Center for Equity and Inclusion. • We include discussions centered around DEI at staff meetings and board meetings, and created an internal DEI book club to expand our conversations. THE ROAD AHEAD It’s really important to have partners like Forth who are able to get electric vehicles into the hands of people who wouldn’t be able to have them otherwise. Hana Creger, Environmental Equity Program Manager, Greelnling Institute FINANCIALS Established in 2011 with Oregon Lottery funds, we are now financially independent and have cultivated funding from diverse sources including membership dues, event sponsorships and ticket sales, government and foundation grants, and private contracts. The Forth Mobility Fund also serves as the backstop aggregator under Oregon’s Clean Fuels Program. We are deeply grateful to our many funders and partners, who have helped us dramatically grow our work to accelerate clean mobility. The following financial snapshot provides additional detail. Our annual audits, as well as our IRS Form 990 tax filings, are available on our website at: https://forthmobility.org/legal-financial 18 • Foundation Grants - $673,837 • Government Grants - $695,229 • Clean Fuels - $703,430 • Program Fees - $256,952 • Membership Dues - $193,449 • Event Income - $386,888 • Sponsorships - $268,406 • Donations/Interest/ - $16,685 Other Income • Total Revenue - $3,194,876 REVENUE (FY 2019) • Program Services - $2,733,083 • Administration - $263,601 • Fundraising - $81,993 • Total Expenses - $3,078,677 EXPENSES (FY 2019) • End of Year Assets - $1,771,001 • Beginning of Year Assets - $1,517,870 • Change - $253,131 *** The financial statements above are drafts and have not been audited. Forth is a 501(c)(6) nonprofit with a closely affiliated 501(c)(3),the Forth Mobility Fund. The two organizations work closely together and file a consolidated audit. 19
  • 11. 20 • Jeff Allen – Executive Director • Zach Henkin – Deputy Director • Gina Avalos – Associate Director • Jeanette Shaw – Sr. Director, Public Affairs and Policy • Ashley Duplanty – International Marketing Manager • Steve Gutmann – Sr. Program Manager • Thor Hinckley – Sr. Program Manager • Kevin Friedman – Communications Manager • Simbiat Yusuff – Communications Associate • Kelly Yearick – Program Manager • Tegan Molloy – Program Manager • Erin Galiger – Program Manager • Steven Alaman – Program Manager • Sergio Lopez – Program Manager • Connor Herman – Program Manager • Anne Ramzy – Program Manager • Eric Huang – Program Manager • Maria Clark – Office Associate • Nadison Kannan – Program Associate • Whit Jamieson – Program Associate • Joe Wachunas – Program Associate • Sean Brosnihan – Communication Engagement Specialist • Manuel Morales – Community Engagement Intern • Amy Hillman – President • Tim Miller – Treasurer • Linda White - Secretary • Charlie Allcock • Sean Bagsby • Patti Best • Ben Farrow • Rep. Jake Fey • Sue Gander • Gordon Hoffman • Wayne Killen • John Morris • Román Partida-López • James Price • Dexter Turner FORTH STAFF BOARD MEMBERS 21 • ABB • ampUp • Blink Charging • ChargeHub • Chargeway • Clipper Creek • Efacec • Electric Vehicle Support • EV 4 • EV Box • EV Connect • EVgo • EVmatch, Inc. • Electrify America • FlexCharging • FLO • FreeWire Technologies • Greenlots • Hubject - U.S. Office • KERBspace • National Car Charging • OpConnect • PlugShare • SafeConnect Systems • SemaConnect • Wallbox CHARGING STATION FIRMS • American Honda Motor Company • Arcimoto • Audi • BMW North America • BYD • Daimler Trucks North America • Electra Meccanica • Fiat Chrysler Automobiles • Ford • General Motors • Jaguar Land Rover • Mercedes-Benz • Mitsubishi Motors North America, Inc. • Mobility Cubed Inc. • Nissan North America • Proterra • Subaru • Toyota Motor North America • Volkswagen Group of America MAJOR VEHICLE MANUFACTURERS • IES-Synergy • Mentor, A Siemens Business • Molex • moovel • PhihongUSA • Silver Eagle Manufacturing Company • Unico Power Corporation COMPONENT SUPPLIERS • Blachly-Lane Electric Cooperative • Central Lincoln People’s Utility District • Chelan County PUD • Clark Public Utilities • Columbia River People’s Utility District • Emerald People’s Utility District • Eugene Water and Electric Board • Idaho Power • Midstate Electric Cooperative • Northern Wasco County PUD • Pacific Power • Portland General Electric • Puget Sound Energy • Rocky Mountain Power • Salem Electric • Seattle City Light • Tacoma Power UTILITIES TEAM FORTH
  • 12. 22 • Alliance of Automobile Manufacturers • Bonneville Environmental Foundation • CleanTech Alliance • Climate Solutions • Columbia-Willamette Clean Cities Coalition • ECOSS • Environment Oregon • GRID Alternatives • Hacienda Community Development Corporation • Natural Resources Defense Council (NRDC) • Oregon Environmental Council • Oregon Food Bank • Solar Oregon • Technology Association of Oregon • The Center for Transportation and the Environment • VERDE • Westside Transportation Alliance NONPROFIT ORGANIZATIONS • Bird Rides Inc. • Lime • Lyft • Swiftmile • Uber Technologies SHARED MOBILITY FIRMS • A&R Solar • Clean Energy Works • Clean Power Research • Electric Vehicle Support, A Division of Puget Sound Solar • Energy Northwest • Energy Trust of Oregon • Puget Sound Solar LLC • Ulupono Initiative RENEWABLE ENERGY FIRMS 23 • AAA • Automic Auto • Community Cycling Center • Cynergy E-Bikes • Platt Auto • Ravin Energy LLC • SHIFT Electric Vehicles DEALER/SERVICE SHOPS • City of Ashland • City of Hillsboro • City of Portland • City of Seattle • Lane Regional Air Protection Agency • Oregon Department of Administrative Services • Prosper Portland • TriMet GOVERNMENT AGENCIES SHARED MOBILITY • Bird Rides Inc. • Envoy • EVO Scooters • Lime • Lyft • MTR Western • Razor USA • Spin • Swiftmile • Uber PROFESSIONAL SERVICE FIRMS • Atlas Public Policy • Black & Veatch • Brazell & Company • Burns & McDonnell • Cadeo Group • Charlie Allcock Consulting LLC • CleanFuture • Collaborative Efficiency • Connecticut Green Bank • Cox Automotive • Cyan Strategies • D+R International • DKS Associates • Durst Energy LLC • Electric Commute Consulting • EMI Consulting • FleetCarma • Green Rising Marketing • Learned On, LLC • Mast Collaborative • Northwest Partners LLC • Pacific Mobility Group Inc. • Rare Comet LLC • Research Into Action • Ride Report • S Curve Strategies • Social Enterprises Inc. • Stoel Rives LLC • Thorn Run Partners • ZappyRide • California Transportation Electrification Coalition • CALSTART • Center for Sustainable Energy • Charge Across Town • ChargEVC • Electric Auto Association • Electrification Coalition • EVHybridNoire • FIER Automotive • IBEW 48 • Northwest Environmental Business Council (NEBC) • Northwest Public Power Association • NW Energy Coalition • Oregon Electric Vehicle Association (OEVA) • Plug In America • Renewable Hydrogen Alliance • Sierra Club - Oregon Chapter • Smart Electric Power Alliance (SEPA) • The Greenlining Institute • Institute of Energy Studies - Western Washington University AFFILIATED ORGANIZATIONS