Orange Button Hack-a-Thon

Orange Button Hack-a-ThonShareware as a Catalyst for Data Interoperability

and Innovation to Make Solar More Bankable November 6, 2017 Wells Fargo Learning Center San Francisco

October 4, 2017

Orange Button Hack-a-ThonShareware as a Catalyst for

Data Interoperability and Innovation

Make Solar More Bankable

Reduce Burdens on Construction of Energy and Transportation Projects

Accelerate the Implementation of Efficiencies for Rebuilding after Disasters



The Company Profile Data Set

Forms and Applications as Data Sets

Overview

Preparing for the Hack-a-Thon

The Solar System Administration and Monitoring Data Set

Summary






Objectives

Support and contribute to the Orange Button initiative.

To act as a catalyst for accelerating the adoption and implementation of free and open standards, like XBRL and FIBO, for machine readable data interoperability to enable data analytics innovation that will make solar more bankable, reduce burdens on construction of energy and transportation projects and accelerate the implementation of efficiencies for rebuilding after disasters.

By expanding the XBRL taxonomy by identifying “Forms and Applications” that contain as many commonly used data fields as possible for building the nation’s energy infrastructure, from concept though construction and to ongoing operations, so the data fields can be clearly defined and then incorporated into the XBRL taxonomy.

By synergizing the data sets with other data standards maintained by trade associations and contributed license free for multi-industry data interoperability.

By incorporating data interoperability with industry standardized competing electronic surety bond providers (Surety2000, SurePath, BondPro Nationwide Multistate Licensing System and Registry) for transitioning to secure electronic bonds, and eliminating the practice of burdensome and inefficient manually prepared and manually administered paper bonds that waste thousands of hours every day and generate millions in financial exposures due to potential errors in manually completing the paper forms.

To contribute to a significantly expanded and synergized XBRL taxonomy for a more productive final stage of the Orange Button, where NREL and kWh Analytics will be developing the repository and data translation resources for stakeholders.

To provide one or more free shareware programs on the Salesforce App Exchange with simple and basic data exchange functionality that acts as a catalyst and cost effective running start for stakeholders to adopt and implement B2B data interoperability where the XBRL/FIBO data exchange is tightly controlled, with the option of exploiting NREL and other DOE resources for broader connectivity and collaboration.

To have those shareware applications provide free tools and resources to public and private entities for significantly improving the administration of energy and transportation construction projects by reducing burdens and increasing innovation in data analytics to improve financial markets underwriting and enable improved risk management for more competitive terms and conditions.

In the short term; to accelerate achieving objectives so that we can contribute to the urgent need in the gulf and Caribbean islands to undertake a massive rebuilding effort as quickly, efficiently and cost effectively as possible.

In the longer term: to show our gulf states, Puerto Rico and other Caribbean islands how to reduce risk for better financing, and get qualified solar installation companies and EPCs to rebuild the grid with hardened DG solar and utility scale solar and wind. Add energy storage to smooth intermittency and fossil fuel generators as backups. Make the gulf states and Caribbean islands a showcase of the modern grid, reboot the local economies and turn them into a launch pad for well trained energy experts who can go help other places as this continues to happen around the globe.

Overview



SolutionThe government recognized machine readable data standards, like XBRL and FIBO, provide quality and reliability for the data being “apples to apples”.

SolutionThe initial Forms and Applications that are commonly used are being converted to “XBRL data sets”, with their data field elements incorporated into XBRL taxonomy and FIBO

SolutionA free shareware application that can import/export XBRL and FIBO data sets that stakeholders can download and modify will significantly reduce the cost of implementation with a guarantee of compatibility and data interoperability with all other stakeholders

SolutionCollaborators and participants are working closely with Cyber experts and government agencies to make sure data exchange polices and procedures align with, and are under the national US cyber strategy.

SolutionThis Hack-a-thon will provide all stakeholders in the supply chain with formally adopted Data Sets and with their respective data fields incorporated into the XBRL taxonomy to system developers can confidently develop data interoperability, including the option to leverage the free shareware for data interoperability capability.

ProblemThe number of legacy systems that have inconsistent data field definitions makes it impossible to implement data interoperability with confidence in

the quality and reliability of the data being “apples to apples”.

ProblemWhat data is comprised in the exchange of data is not well defined

ProblemXBRL and FIBO are only viable if they are widely adopted, which is a

“chicken and egg scenario”

The high cost of miscalculation regarding which standards to adopt is a barrier to any standards adoption.

ProblemExchanging data has cyber risk that needs to be addressed before going

forward.

ProblemThe “chicken and egg scenario”

Overview





Overview



Summary






For participating in the Hack-a-thon

Let us know you want to participate by contacting SunSpec Alliance

Look over the original ASP app for the Chico Common AppSee: Github

Login: SamplePassword: Sample

Look over the Saleforce Mockup and the comparison to the original version

Request a copy of the Salesforce version that your team can work on

Review the Forms as Data Sets and identify the data fields used in as many forms as possible, and cross check the fields in the excel spreadsheet.

Modify your Salesforce app so that the application can import and export each of the data sets in XBRL and FIBO for as many forms as possible.

Attend the November 6th Hack-a-thon virtually or in person:

DOE Orange Button Hack-a-ThonWells Fargo Learning Center333 Market StreetSan Francisco, California

All qualified entries will be posted on the Salesforce App Exchange

Minimum forms (Data Sets) are:

Company ProfileCalifornia Public Utilities Commission - Supplier Clearinghouse

Fast Track Process Verification ApplicationComparable Agency Application

ConsensusDocs 221 - Contractor's Statement of Qualifications

ConsensusDocs 721 – Subcontractor Statement of Qualifications

ACORD Form 0505 Small Contractor Application

SBA Form 990 - Surety Bond Guarantee Agreement

SBA Form 990A - Quick Bond Guarantee Application and Agreement

Solar System Administration and Performance MonitoringIECRE 61724 Data Set


http://www.xbrl-cet.com/chico-common-app.html

https://github.com/chicowildcat

http://www.src-insuranceservices.com/salesforce-chico-common-app-pages.html

http://www.src-insuranceservices.com/salesforce-chico-common-app.html

http://www.src-insuranceservices.com/forms-as-data-sets.html

http://nebula.wsimg.com/624e1262d63bc9d4605e518c3ae37e72?AccessKeyId=0F2A1D2434293D46EBEC&disposition=0&alloworigin=1

https://appexchange.salesforce.com/



More information on participating





Overview



Summary






Data interoperability starts with agreed data definitions and attributes for each data element so that every data exchange is “apples to apples”, and that each data set that is being exchanged also has mutually understood set of individual data fields.

Applications and pre-qualifications that seek company profile information often request the exact same data to some level.

Contracts, and the resulting insurance, surety and financing associated with the contract likewise use the exact same data, and while each respective use and processing of the data will vary, and each “system” may perform different functions with the data, so long as the data exchange is “apples to apples” each system can rely on the agreed XBRL data definitions and attributes for each data element.

Identifying the various forms and applications, followed by identifying the data fields that are common, and those that are unique, allow system developers to incorporate their import and export functionality confident their data exchange quality and reliability is quarantined.

By identifying all the data elements required by the group of forms and applications, any data elements not in currently in XBRL, or not already part of the Orange Button Review Process, can be considered for adding to the XBRL taxonomy during the Orange Button Review process.

By having all the data elements of the identified group of applications and forms in XBRL, then systems can transition from manually exchanging the printed forms and/or applications to importing and exporting the XBRL data elements as “data sets” confident the information expected is the information received.




Primary Forms as Data Sets

Number Form Name1 CPUC Clearinghouse - Fast Track Process Verification Application2 CPUC Clearinghouse - Comparable Agency Application

3 AGC-CA Prequalification for School Districts

4 ConsensusDocs 220 - Contractor's Qualification Statement for Engineered Construction5 ConsensusDocs 221 - Contractor's Statement of Qualifications6 ConsensusDocs 721 – Subcontractor Statement of Qualifications

Secondary Forms as Data SetsAGC/COSA7 AGC/COSA Application for Payment8 AGC/COSA Bonds9 AGC/COSA Change Directive 10 AGC/COSA Change Order 11 AGC/COSA ConsensusDocs721 -Company Profile12 AGC/COSA Contractor Record13 AGC/COSA Owner and Contractor Agreements

14 SBA Form 413 – Personal Financial Statement15 SBA Form 912 - Statement of Personal History16 SBA Form 990 - Surety Bond Guarantee Agreement17 SBA Form 990A - Quick Bond Guarantee Application and Agreement18 SBA Form 991 - Surety Bond Guarantee Agreement-Addendum19 SBA Form 994 - Application for Surety Bond Guarantee Assistance20 SBA Form 994B - Surety Bond Guarantee Underwriting Review21 SBA Form 994F - Schedule of Work in Process

Acord22 ACORD Form 0501 Surety Report of Execution23 ACORD Form 0502 Contract Bond Request Form24 ACORD Form 0503 Commercial or Miscellaneous Bond Request Form25 ACORD Form 0504 Additional Entity Schedule26 ACORD Form 0505 Small Contractor Application

Surety Bond Forms27 On Bill Finance - Utility Payment Bond28 Advance Payment Bond - All States29 Engineering, Procurement, Construction Payment Bond30 Interconnection Payment Bond31 Power Purchase Agreement - Surety Payment Bond32 Solar Facility Decommissioning Bond33 Solar Module Payment Bond34 Solar Module Supply Bond35 Solar Module Warranty Bond 36 Wind Facility Decommissioning Bond

AGC/COSA ConsensusDoc37 220 - Contractor's Qualification Statement for Engineered Construction. (Includes Schedules A-C)38 221 - Contractor's Statement of Qualifications (Includes Schedules A-C)39 260 - Performance Bond – General Contractor40 261 - Payment Bond – General Contractor41 262 - Bid Bond – General Contractor42 263 - Warranty Bond – General Contractor43 470 - Performance Bond (Surety is Liable for Design Costs of Work)44 471 - Performance Bond (Surety Not Liable for Design Services)45 472 - Payment Bond (Surety Liable for Design Costs of Work)46 473 - Payment Bond (Surety Is Not Liable for Design Services)47 706 - Performance Bond - Subcontractor48 707 - Payment Bond - Subcontractor49 721 - Statement of Qualifications - Subcontractor50 760 - Bid or Proposal Bond - Subcontractor






Overview



Summary






SGIP PAP25 – Just Two Data Sets

Company ProfileFinancial

Solar SystemPerformance

IECR

E 61

724

Sola

r Sys

tem

Adm

inist

ratio

n an

d M

onito

ring

Com

pany

Pro

file




Com

pany

Pro

file

Step One:Get the Salesforce Chico Common App so that it can import and/or create the company profile as a data set

California Public Utilities Commission - Supplier Clearinghouse• Fast Track Process Verification Application• Comparable Agency Application

ConsensusDocs / AGC• ConsensusDocs 221 - Contractor's Statement of Qualifications• ConsensusDocs 721 – Subcontractor Statement of Qualifications

Small Business Administration• SBA Form 990 - Surety Bond Guarantee Agreement• SBA Form 990A - Quick Bond Guarantee Application and Agreement• SBA Form 994F - Schedule of Work in Process

Acord Surety Forms• ACORD Form 0505 Small Contractor Application




Step two:Get the Salesforce Chico Common App so that it can export the company profile in XML using XBRL defined XML tags at a minimum, or the preferred XBRL as a data set to other stakeholders, including the SBA

Insurance Surety BankingGeneral ContractorsProject Owners




Step three:Get the Salesforce Chico Common App so that it can process surety transactions, including the administration and data exchange for electronic bonds.






Overview



Summary






IECR

E 61

724

Sola

r Sys

tem

Adm

inist

ratio

n an

d M

onito

ring

Step four:Get the Salesforce Chico Common App so that it can importthe IECRE 61724 Solar System Performance Data set in XML at a minimum, or the preferred XBRL as a data set.

Solar Installation ContractorMajor EPC Contractor

Solar DeveloperProject Owner






IECR

E 61

724

Sola

r Sys

tem

Adm

inist

ratio

n an

d M

onito

ring





Step five:Get the Salesforce Chico Common App so that it can exportthe IECRE 61724 Solar System Performance Data set in XML at a minimum, or the preferred XBRL as a data set.





IECR

E 61

724

Sola

r Sys

tem

Adm

inist

ratio

n an

d M

onito

ring

Step six:Provide the option for energy companies to submit IECRE 61724 Solar System Performance Data set in XBRL direct to utility companies




Utility CompanyOfftaker





IECR

E 61

724

Sola

r Sys

tem

Adm

inist

ratio

n an

d M

onito

ring

Step seven:Coordinate so that data interoperability can be utilized by various stakeholders in the supply chain at different Stages.






Utility CompanyOfftaker




Step eight: Confirm all data exchanges are in alignment with and under the US cyber umbrella for best practices and maximum protection.

Cybersecurity Risk Information Sharing Program

Cybersecurity for the Operational Technology Environment






Overview



Summary






Step Nine: Get the Salesforce Chico Common App operational on the Salesforce platform for the Company Profileand IECRE 61724 Solar System Performance Data Sets.

Standardized data sets and data Interoperability“from any entity” to “any entity”

will significantly reduce the burden of expensive and time consuming multiple manual processes.

Getting standardized data sets and data interoperability adopted and implemented

is the best way to reduce burdens




Step ten: Distribute the Shareware Chico Common App through the Salesforce App Exchange so that each stakeholder has their functional version for exchanging data at a simple and basic level.




Step eleven: Confirm all data exchanges are in alignment with and under the US cyber umbrella for best practices and maximum protection.




Step twelve: Stakeholders modify their initial shareware Chico Common App to a proprietary app with expanded data analytics capabilities and functionality for specific purposes.




Step thirteen: Once the data sets are formalized with XBRL/FIBO stakeholders are free to implement B2B data interoperability between business partners where the XBRL/FIBO data exchange is tightly controlled, with the option of exploiting NREL and other DOE resources for broader connectivity and collaboration.




Step fourteen: Verify again that all data exchanges are in alignment with and under the US cyber umbrella for best practices and maximum protection.






Overview



Summary






Standardized data sets and data InteroperabilityThat Provide Compliance with Laws and Regulations

will compel and accelerate adoption and implementation

Getting standardized data sets and data interoperability adopted and implemented

is the best way to accelerate the transition to digital




United States Department of TransportationTransportation Infrastructure: Notice of Review of Policy, Guidance and RegulationDocket No DOT-OST-2017-0057XBRL-CET Submission of Comments to USDOT

Step fifteen: Align the efforts of the Department of Energy and Department of Transportation for building and maintaining the national energy and transportation infrastructure around the same

• Federally recognized machine readable data standards – XBRL and FIBO• Standardized forms and applications as data sets• Polices and procedures for exchanging SBRL/FIBO data • Polices and procedures for electronic bonding

The Department of Transportation seeks public comments identifying unnecessary obstacles to transportation infrastructure projects that are contained in the Department’s policy statements, guidance documents, and regulations.


http://www.agcsuretyconnectionprojectatcsuchico.com/meeting-dc-sept-26-27-.html



Step sixteen: Assist public agencies seeking compliance with the DATA Act for securing federal funding and the OPEN Government Data Act by transitioning to digital communications and electronic transactions around the same





Step seventeen: Assist public agencies seeking federal funding for transitioning to cloud based digital communications and electronic transactions around the same


H.R.2227 - Modernizing Government Technology Act of 2017” or the “MGT Act”.

Modernizing Government Technology Act of 2017“MGT Act”


https://www.congress.gov/bill/115th-congress/house-bill/2227/text





Overview



Summary






Getting from This….. to That

It is not a technology challenge….. It is a consensus challenge

Orange Button Hack-a-Thon

Documents

Transcript of Orange Button Hack-a-Thon