By - Jon Brown

EV Charging Infrastructure Due Diligence
Best Practices in Planning, Development & Deployment
April 22, 2021 | Online :: Central Time

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Electric Vehicles 101, April 20-21, 2021

Electric Vehicle (EV) charging infrastructure is being rapidly deployed around the country, as the EV market grows and electrification goals are increasingly mandated by policy makers and utility decarbonization goals.  Despite this hyper focus to build out EV infrastructure as quickly as possible, special attention is needed to successfully navigate the planning process necessary to properly prepare for this new technology and the major challenges that can be involved.  Each EV charging infrastructure project will require a critical due diligence review of considerations specific to the project and the life-cycle of its charging stations, with attention paid to the three phases of 1) design, 2) construction & installation, and 3) ongoing inspections, operations and maintenance.

This specialized symposium is designed to provide expert insight on the EV charging infrastructure development market, providing holistic coverage of the financial, technical, and regulatory due diligence items involved in planning for new charging infrastructure build-outs.  It will address due diligence topics such as: site evaluation, customer charging behavior, technical installation, inspection and maintenance, resiliency planning for natural disasters/power shut-offs, and more.  This program will feature perspectives and case studies from multiple entities involved, including utilities, charging infrastructure providers, auto manufacturers, and other top EV experts. 

Learning Outcomes

  • Assess the EV market and charging infrastructure development landscape and current build-out trends
  • Evaluate how to incorporate resiliency planning for EV charging projects in the case of natural disasters and power shut offs
  • Review holistic due diligence items for EV charging infrastructure relevant to technical, financial, legal and regulatory
  • Discuss how to evaluate sites to optimally place new EV charging infrastructure
  • Evaluate EV charging infrastructure due diligence processes for Light, Medium, & Heavy-Duty Fleets
  • Identify EV charging infrastructure technologies and their characteristics
  • Discuss how to optimize technical installation
  • Describe how to develop an ongoing inspection and maintenance plan
  • Review utility and industry case studies on EV infrastructure site evaluation, development, and deployment



EUCI has been accredited as an Authorized Provider by the International Association for Continuing Education and Training (IACET).  In obtaining this accreditation, EUCI has demonstrated that it  complies with the ANSI/IACET Standard which is recognized internationally as a standard of good practice. As a result of their Authorized Provider status, EUCI is authorized to offer IACET CEUs for its programs that qualify under the ANSI/IACET Standard.

EUCI is authorized by IACET to offer 0.6 CEUs for this event.


Requirements for Successful Completion of Program

Participants must sign in/out each day and be in attendance for the entirety of the course to be eligible for continuing education credit.

Instructional Methods

Case Studies, Panel Discussions and PowerPoint presentations will be used in the program.


Thursday, April 22, 2021 – CENTRAL TIME

8:45 – 9:00 a.m. :: Log In and Welcome

9:00 a.m. – 4:30 p.m. :: Course Timing

9:00 – 9:05 a.m. :: Course Overview 

9:05 – 10:00 a.m. :: Overview of Electric Vehicle (EV) Market & Charging Infrastructure Development Landscape

  • Need for expanded EV charging infrastructure
    • Growing uptake of EVs – EV market update
    • State and federal policies incentivizing EVs
    • Decarbonization & electrification goals
  • Utility transportation electrification filings
    • Count of transportation filings by year and by disposition
    • Frequency of program components & common themes
      • Primary focus is building out infrastructure
      • Utilities prioritizing underserved communities
      • More focus on medium and heavy duty
    • EV charging infrastructure trends across the country
      • Typical processes for EV infrastructure development
      • Focus on travel corridor build-out
      • Increasing power levels of charging stations
    • Players involved in clean transportation solutions and EV infrastructure development
      • Utility & energy companies
        • The utility’s role – how utilities can advance demand growth for EVs
      • Government agencies
      • Auto manufacturers
      • EV technology companies
    • Funding EV charging infrastructure: sources, options, and processes
      • Government programs
      • VW Settlement (state plans, Electrify America)
      • Utility initiatives

10:00 – 10:15 a.m. :: Morning Break

10:15 – 11:00 a.m. :: Charger Inspections & Maintenance

  • Review of EV charging infrastructure technologies & their technical characteristics
  • Technical needs & considerations for EV charging installation
  • Developing a routine maintenance & inspection plan
  • Key considerations for post-installation maintenance & inspection
    • Testing and certification
    • Brand compliance
    • Detecting hardware faults, power disconnection, electrical shorts and other damage

11:00 a.m. – 12:30 p.m. :: Due Diligence for EV Charging Station Planning & Development – Best Practices

  • Best practices for modeling & assessing needs for charging infrastructure
    • Medium & heavy-duty EVs – addressing special needs and challenges for charging requirements and technical infrastructure
  • Improving and increasing access to charging infrastructure
    • Port and airport charging
    • Multi-unit dwelling charging
    • Public fast charging
  • Life cycle of EV charging stations & their required due diligence services
    • Design
    • Construction & installation
    • Ongoing inspections, operations & maintenance
  • Utility, auto manufacturer & regulatory coordination on infrastructure deployment
  • Mechanisms to encourage cost-effective infrastructure buildouts & private investment
  • Review of key development partnerships, transactions & contracts
    • EPCs and EV Supply Equipment (EVSE) providers
    • Utility coordination
    • Risk assessment, risk allocation & performance guarantees
  • Legal & regulatory issues
  • Financial modeling & funding mechanisms
  • Site assessment, real estate & permitting
  • Project development tips & industry case studies

12:30 – 1:15 p.m. :: Break for Lunch

1:15 – 2:00 p.m. :: Holistic Planning for EV Infrastructure: Key Considerations for Customers, Program Design, & Electrification Initiatives

Optimizing EV charging site choice through understanding EV customer usage, patterns, and behavior for charging sites

  • Processes to streamline charging infrastructure development
  • Considerations for EV customer program design & managed charging options
    • Engaging utility managed charging programs through optimal EV infrastructure development
  • Utility planning for beneficial electrification – coordinating electrification efforts for buildings and transportation
    • Designing electrification programs to allow for utility carbon and energy saving credits for EVs
  • Updating building codes to allow for EV charging readiness & streamline deployment
  • EV codes & standards – survey of state and jurisdictional activity
  • EV codes & standards – key components
    • Capacity
    • Installation processes
    • Funding for panel and transformer upgrades
    • Other technical needs for EV infrastructure

2:00 – 2:45 p.m. :: Resiliency Planning for EV Charging Infrastructure

  • Needs for resiliency planning for EV charging infrastructure
    • Wildfires, hurricanes and other natural disasters
    • Mass power shut-offs
  • Overview of CPUC initiative for EV Charging Resiliency planning – developing pilot projects for fire season
    • Requirement for California utilities to research EV charging resiliency and how related parties (customers, auto industry) are all affected
  • Utility solutions for resilient EV charging – how do they differ in terms of practicality & cost?
    • Procurement processes for resilient EV charging infrastructure
    • The role of microgrids in supporting EV charging stations

2:45 – 3:00 p.m. :: Afternoon Break

3:00 – 4:30 p.m. :: Utility Case Studies: EVSE Infrastructure Site Evaluation, Development & Deployment

  • Preparing for widespread fleet electrification – needs for EV infrastructure
  • Utility on-the-ground experience evaluating sites for EVSE infrastructure
  • Deployment & installation of DC fast charging projects for both general public use and electrified transit
    • Identifying optimal siting, and distancing between, EV charging stations
    • Working with vendors to provide & install charging equipment
  • Charging Development & Installation Due Diligence for Medium, Heavy-Duty Fleets & Fleet Electrification
    • Unique challenges for electrifying medium and heavy-duty vehicles
  • Case study: electrifying school buses
  • Case Study: enabling transit buses and other multi-state medium and heavy-duty zero emission vehicles

4:30 p.m. :: Program Adjourns


Blake Brosa, Senior Vice President – Building and Infrastructure Division – Building Assessments and Project Management Group, Bureau Veritas

Blake Brosa is a Senior Vice President of Sales with Bureau Veritas’s Building & Infrastructure Division, responsible for consulting Fortune 500 Retail, Restaurant, Banking, Hospitality, Healthcare, C-store, Grocery, Auto, and Electric Vehicle Charging clients throughout the real estate life cycle. Brosa was previously a Senior Project Manager with BV. Prior to that, he enjoyed a six-year tenure with the nation’s second largest discount retailer, Target Corporation. During his first year there, he became the company’s youngest Owner’s Site Representative. After successfully managing numerous merchant and facilities-driven construction programs as a Project Manager, Brosa was selected to lead a three-year engagement to develop and implement industry-leading strategic sourcing and negotiation practices for purchasing architectural, engineering, construction, facilities, and corporate real estate professional services.  By 2015, he had been named Manager of Construction, singled out to cultivate relationships with store operations executives and to lead teams advancing key strategic initiatives and projects. While Blake is well versed in all areas of construction and facilities management, clients specifically benefit from his extensive knowledge in assessing clients’ strategic initiatives, assembling and mobilizing cross-functional teams, and developing scalable programs that are designed to optimize speed to market and maximize overall value. Blake’s corporate construction experience allows him to quickly relate to clients’ challenges, assist in navigating complex issues, and provide unique solutions and cost-savings recommendations throughout the life cycle of projects.

Simon Horton, Senior Project Manager – Transportation Electrification Project Management, Southern California Edison (invited)

Simon Horton is a Senior Project Manager in the Transportation Electrification department of Transmission & Distribution, Southern California Edison. He is the Lead Project Manager for the assessment, design and construction of all utility-led electric vehicle infrastructure programs, and has extensive utility interconnection design and construction experience including both utility driven and customer requested project types.  At SCE, he is a subject matter expert for infrastructure deployment at medium and heavy duty sites including transit, cargo handling, ports and airports, over-the-road and off-road vehicles.  Simon Horton has construction design, permitting and implementation experience in both the public and private sectors. 

Bryan Jungers, Senior Manager, Customer Energy Solutions, E-Source

Bryan Jungers, Senior Manager, Customer Energy Solutions, E Source\Bryan Jungers conducts research on emerging, energy-efficient, and distributed energy resource technologies. His main areas of expertise lie in electric vehicles, electric motors, batteries and energy storage, distributed generation, and renewable power systems. Bryan brings to the company over 10 years of professional experience as an energy engineer and research analyst, including for the Electric Power Research Institute, California Energy Commission, and University of California at Davis. His industry knowledge, combined with hands-on experience, enable him to address member needs from a holistic, systems-oriented perspective. Bryan worked as both a research manager and product manager before entering his current role. He holds a BS in environmental engineering from Humboldt State University and an MS in civil and environmental engineering from the University of California at Davis.

Stacey Noblet, Senior Transportation Director, ICF

Stacy Noblet is a Senior Director of Transportation at ICF where she leads the company’s clean transportation efforts. Stacy is an electric vehicle and charging infrastructure subject matter expert, working with public and private clients to plan for and meet goals related to transportation electrification. For more than 15 years, she has supported federal, state, and local efforts to increase the use of clean fuels and technologies in the transportation sector. Stacy earned a masters degree in environmental sciences and policy from Johns Hopkins University and bachelors degrees from Western Michigan University.

Carrie Shirley, Program Manager, Bureau Veritas

Carrie Shirley is a Program Manager at Bureau Veritas, where she is responsible for development and implementation of best practices, standardized procedures, and program playbooks across the project management division.  In her role, Carrie evaluates existing processes for BV and client programs, manages project management standards, and develops and implements division metrics process for measuring program performance.  She currently manages a Project Manager division team responsible for ensuring consistent execution by coordinators across accounts, managing workloads, and mentoring Project Coordinator team.

Online Delivery

We will be using Microsoft Teams to facilitate your participation in the upcoming event. You do not need to have an existing Teams account in order to participate in the broadcast – the course will play in your browser and you will have the option of using a microphone to speak with the room and ask questions, or type any questions in via the chat window and our on-site representative will relay your question to the instructor.

  • IMPORTANT NOTE: After November 30 you will not be able to join a Teams meeting using Internet Explorer 11. Microsoft recommends downloading and installing the Teams app if possible. You may also use the Edge browser or Chrome.
  • You will receive a meeting invitation will include a link to join the meeting.
  • Separate meeting invitations will be sent for the morning and afternoon sessions of the course.
    • You will need to join the appropriate meeting at the appropriate time.
  • If you are using a microphone, please ensure that it is muted until such time as you need to ask a question.
  • The remote meeting connection will be open approximately 30 minutes before the start of the course. We encourage you to connect as early as possible in case you experience any unforeseen problems.


Please Note: This event is being conducted entirely online. All attendees will connect and attend from their computer, one connection per purchase. For details please see our FAQ

If you are unable to attend at the scheduled date and time, we make recordings available to all registrants for three business days after the event

Event Standard RateAttendees
Single Connection - EV Charging Infrastructure Due DiligenceUS $ 795.00
Pack of 5 connectionsUS $ 3,180.00
Pack of 10 ConnectionsUS $ 5,565.00
Pack of 20 ConnectionsUS $ 9,540.00
Call us at 303.770.8800 if you have any specific questions on the volume discounts
* all other discounts do not apply to license packs

This event has the following related events:

Electric Vehicles 101US $ 1195.00
Pack of 5 connectionsUS $ 4,780.00
Pack of 10 ConnectionsUS $ 8,365.00
Pack of 20 ConnectionsUS $ 14,340.00

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Take advantage of these discounts!

  • Attend the Course and Electric Vehicles 101 and pay US $ 1,895.00 per attendee (save US $ 95.00 each)

Cancellation Policy

Your registration may be transferred to a member of your organization up to 24 hours in advance of the event. Cancellations must be received on or before March 19, 2021 in order to be refunded and will be subject to a US $195.00 processing fee per registrant. No refunds will be made after this date. Cancellations received after this date will create a credit of the tuition (less processing fee) good toward any other EUCI event. This credit will be good for six months from the cancellation date. In the event of non-attendance, all registration fees will be forfeited. In case of conference cancellation, EUCIs liability is limited to refund of the event registration fee only. For more information regarding administrative policies, such as complaints and refunds, please contact our offices at 303-770-8800

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