Post Meeting Update

The working group meeting further reinforced that a multi-industry collaboration has incredible potential for breaking down the silo approach to data interoperability for far greater benefits. 

Special thanks to Michelle Savage from XBRL US, Matthias Heinze from the IEC 61724 working group and Nathan Wood from the AGC/COSA-Construction Progress Coalition.  The synergy of those three separate standards efforts collaborating on building the Smart Grid will be a major contributor to the success.

A big shout out to Tom and Dylan Tansy from SunSpec Alliance and Raymond from Amzur Technologies for taking on the challenge of the Orange Button, and for putting up with all the various push and pull from all sides as we work towards a common objective. 


Our two data sets made a great leap forward, and should be ready for distribution and implementation shortly.


What's next .....

   Electronic Bonding

  Contractors Balance Sheet and Profit and Loss Statement


SGIP PAP25 Just Two Data Sets

Hirsh Media

Michael Penwarden
Email

April 24, 2015

Working Group Meeting

Department of Energy

XBRL-CET Working Group Meeting

November 6, 2017

Creating the Catalyst

For Data Interoperability Implementation

To reduce risk during construction and for ongoing operations we will leverage two overlapping data sets, company profile for a solar installation contractor and IECRE 61724 (which includes data on the solar installation contractor) to not only streamline the process for greater efficiency, but to make the data sets used for underwriting and managing risk interoperable between stakeholders regardless of their specific industry and what they do with the data itself.

The hack-thon is about moving those two data sets through the supply chain.

Data Set: IECRE 61724 Stakeholder Limited Data Set

K. Dixon Wright

Opening Remarks

July 20, 2016

Orange Button for Building the Smart Grid


The Balance Between

Data Interoperability, IoT and Cyber Risk

Seventeen years ago you could export yourown contact file from your Outlook

Email it to another person who could then import your name, phone number and address

All without their having to manually enter the data field by field.

It was easy, and it worked

Seventeen years ago contractors could provide their surety bonds electronically for bids submitted.
It was easy, and it worked


Seventeen years ago your grocery store expected a check at the check out counter.

Now you won't shop at a store that makes you write a check




Today we can export any file from any system, and it will work


Today we can provide every surety bond, including performance and payment bonds, electronically


Today every entity, public and private, can accept electronic transactions

and not burden the process by requiring manual paperwork

Doing business efficiently benefits all stakeholders


Particularly Stakeholders that really need digital efficiency over manual paperwork
Like Those In the Gulf States and Caribbean Islands




On November 6th Smart Grid Interopearability Panel Priority Action Plan 25 (SGIP PAP25)

will complete its mission statement:

Harmonize Financial Data for the

Construction and Maintenance of Solar Projects


A Solar System Installer will be able to export the data file containing their company profile

in the machine readable federally recognized data standard XBRL

Just as simple as exporting a contact file from Outlook


A Solar System Operator will be able to export the data file containing their system performance
in the machine readable federally recognized data standard XBRL
Just as simple as exporting a contact file from Outlook


The financial markets, insurance surety and banking will be able to import 

both solar construction and system performance data files
in the machine readable federally recognized data standard XBRL
Just as simple as importing a contact file from Outlook


Isn't 17 years long enough to wait?



Join the Collaboration 


Download the shareware app from the Salesforce App Exchange


Contribute by Implementing Data Interoperabilty

To help the Gulf States and Caribbean Islands to rebuild their infrastructure we will make the shareware available for free on the Salesforce App Exchange so that all the stakeholders, public and private, involved in the rebuilding can leverage the resulting data interoperability for greater efficiency to better manage the massive rebuilding effort with improved risk management capabilities.

Initial Planning Outline

November 7, 2017

The November 6th hack-a-thon is intended to show implementation is ready and being adopted by major industry leaders as a catalyst to attract more engagement.

Our efforts are part of SGIP PAP25 to support the Orange Button and SunSpec Alliance in their efforts by bringing together collaborators willing to contribute.  We are not “Orange Button”, nor do we offer any compensation to, or control over, any collaborators. 


We just herd cats.

The business use case we seek to solve at the November 6th Hack-a-Thon is

1.  Installation contractor exports IECRE 61724 in XBRL to verify the system is complete and performing as expected, received by Chico Common App to close out the construction bond, or to manage a default.

2.  O&M provider exports the IECRE 61724 in XBRL to verify the system is performing as expected, received by Chico Common App.

3.  Chico Common App administers the data and/or exports the IECRE 61724 in XBRL to surety or bank for underwriting the surety bond or LOC as financial guarantee for the PPA and to the insurance company providing project insurance.

​July 17, 2014

Department of Energy
Data By Design Contest

1.agcXML 721/221 data set exported in XML by StratusView/Sage, a COSA member, received by Chico Common App.

2.Chico Common App exports the COSA agcXML 721/221 data set in XBRL to surety for underwriting the solar installation contractor, to the insurance company providing project insurance, to the bank for providing contractor financing to secure equipment and panels, and to the SBA to support small businesses, particularly veteran owned companies.


3.The solar asset to be built is quantified in the IECRE 61724 data set, including the solar installation company data, and the IECRE61724 establishes the construction contract components to be installed and performance expectations.

ncial guarantee for the PPA and to the insurance company providing project insurance.

Tom Tansy

Opening Remarks

Recent Meetings

1.To make solar more bankable by reducing risk on two phases, the construction and ongoing operations of solar assets, to attract lower cost of insurance, surety and financing as an inducement for more solar construction activity.

2.To demonstrate to stakeholders from multiple industries a cost effective way for them to implement data interoperability quickly with high quality reliable data.

3.To demonstrate how the efficiency, and free shareware, can be exploited by the Gulf States and Caribbean Islands to rebuild their infrastructure faster, cheaper and better.

4.To engage the construction community in the effort through a media campaign.

November 30 2016

Working Group Meeting

Building the Common App

Salesforce SF HQ

Bonding the solar installation or EPC contractor to reduce construction default risk.

October 10, 2015

Renewable Asset

Management 2015

Data Set: Associated General Contractors of America/Contractors Open Standards Alliance (COSA) agcXML company profile data set, 721 for general contractor and 221 for subcontractor.

​Contractors Company Profile Data Set

Associated General Contractors / ​Contractors Open Standards Alliance


721 - Statement of Qualifications - Subcontractor 

Financial guarantees and insurance to reduce ongoing operational risk

July 20, 2016

Orange Button for Building the Smart Grid


The Balance Between Data Interoperability,

IoT and Cyber Risk


Wells Fargo Penthouse

San Francisco



November 10, 2016 

SGIP National Convention

Washington DC



November 30, 2016​​Salesforce SF HQ



May 3, 2017

Data Interoperability to Promote


Clean Energy and Small Business


Office of Congressman Darrell Issa
Washington, DC
Small Business Week

Wells Fargo Learning Center
333 Market Street
San Francisco, California

Duncan Room

Tentative Agenda -

Updated to a working Session from 9:00 to 2:30


8:00 - Welcome reception


8:30 - Opening Comments

K. Dixon Wright, Chief Cat Herder


8:45 - Standards for Building Energy Infrastructure

Nathan Wood, Construction Progress CoalitionConstruction Open Standards Alliance (COSA)

Matthias R. Heinze, International Electrotechnical Commission (IEC), IECRE 61724 Working Group

Michelle Savage, XBRL US, Lead for XBRL for Surety and Lead for XBRL Orange Button


9:00Data Interoperability to Promote Clean Energy and Small Business

John Teeter 

Chairman and CIO, Maalka
Founder and Chief Innovation Officer, URBAN.SYSTEMS
Chief Scientist, People Power Company
   Presidential Innovation Fellow - White House (NIST/GSA), 2013
   U.S. Department of Commerce - National Technical Information Service (NTIS)
   NTIS Joint Venture Partnerships for Data Innovation
   National Renewable Energy Laboratory - Wells Fargo Innovation Incubator (IN2)

9:15 - Film Showing

      The Burden (2015, 40 min.)

      Subject to being moved to the evening event if the Hack-a--Thon has started


10:00 - 12:00 Orange Button

Tom Tansy - SunSpec Alliance - Orange Button

   Hack-a-Thon - Two data sets

   Company Profile - AGC Data Set 721 & 221

   Solar System Administraton and Monitoring - IECRE 61724 Stakeholder Limited Data Set


12:00 Lunch


1:00 - Film Showing

    Tidewater (2017, 42 min.)

    Subject to being moved to the evening event if the Hack-a--Thon is still active


2:00  - 3:00 Standards for Building Transportation Infrastructure

Transitioning to Open Data Standards

    XBRL-CET Submission of Comments to USDOT

    DATA Act - Posting of Contract Spending on DATA.Gov

    AB 1223, Caballero. Construction contract payments: Internet Web site posting.   

         Caltrans Model for posting construction performance data


Transitioning to Digital Electronic Transactions

    Electronic Bonding


3:00 - 3:30  Networking Break


3:30 - 4:00  Emergency Repsonse

    Data Interoperability for National Infrastructure Projects

    Synergizing the DOE and the DOT to help rebuilding after disasters better, faster, cheaper

    Keeping under the US Cyber Umbrella


4:00 - 4:30 American Resilience Project

    Upcoming Documentary - Current Revolution


4:30 Closing Comments

    The Next Data Sets

         Implementing the XBRL Work on Hand Report

         SBA Data Sets

         Contractor Financial Statement - Limited Balance Sheet and Profit and Loss

         Surety Bond Data Set


5:30  Networking

         Closing reception for SGIP PAP25

         Opening reception for proposed new SEPA Priority Action Plan

         Location - TBD

Media

Background Videos

July 14, 2016

Working Group Meeting

Building the Common App