Thank you to 








Arntz Builders
for sponsoring student travel and expenses 


K. Dixon Wright
Chief Cat Herder

Wells Fargo Insurance Services



Jordan Nuque

CSU Chico Junior

Major BS in Concrete Industry Management

Minor in Business

Minor in Project Management.


Brennan Ladd 

CSU Chico Senior

Major Business Administration

Emphasis in Project Management

Agenda
2:30  Introductions
               K. Dixon Wright
               Wells Fargo Insurance Services

                Wells Fargo Environmental Sustainability


2:40  Student Presentation
              Jordan Nuque
              Brennan Ladd 

2:50   Discussion about leveraging data interoperability

Left to Right

Charlie Isaacs, Randy Coleman, Brennan Ladd, Jordan Nuque,  K. Dixon Wright

Momentum for Data Standards


September 26, 2006

Federal Funding Accountability and Transparency Act of 2006 (FFATA) into law. The DATA Act will later amend FFATA.


December 5, 2008

National Institute of Building Sciences

Building Smart Alliance

agcXML Development Project


June 13, 2011

Rep. Darrell Issa introduces the DATA Act in the House of Representatives.


June 16, 2011

Sen. Mark Warner introduces the DATA Act in the Senate.


January 12, 2012

XBRL Challenge Contest - Improve access to surety credit for small and emerging companies


April 10, 2014

The Senate passes the DATA Act.


April 28, 2014

The House passes the DATA Act.


August 2014

DOE Data By Design Contest - Construction Performance Measurement Dashboard using XBRL-CET


September 16, 2014

Smart Grid Interoperabilty Panel establishes Priority Action Plan 25 (SGIP PAP25) - Harmonized Financial Data


October of 2014

Associated General Contractors of America selected Construction Open Standards Alliance (COSA) to officially take over stewardship of agcXML 


May 22, 2015

DOE Announces Solar Bankability Data to Advance Transactions and access (SB-DATA) Funding Opportunity.


October 15, 2015

BEDES: Creating A Common Data Language for Building Energy Performance


November 5, 2015

SGIP PAP25 re-tasked to align with SB-DATA.


April 15, 2016

DOE announces $4 Million for Projects Launching the Orange Button Solar Energy Data Initiative


May 6, 2016

The surety industry incorporates a key construction data report, the Work on Hand data set, into XBRL.

The XBRL Work on Hand Report incorporated into FIBO


May 31, 2016

World Economic Forum

Shaping the Future of Construction -A Breakthrough in Mindset and Technology 


June 27, 2016

Mark Sands - Moneyball For Construction

First in a series of articles on the value of data for the construction industry.  ​Link to all articles


January 19, 2017

Solar Power Asset Management and Performance Conference - Big Data: Little Orange Button

February 2, 2017

Orange Button Year One Program Recap

February 14, 2017

DOE Grants Orange Button a Green Status for Solar Data Projects


February 23, 2017

Baseline to Build On

Initiative to develop a data standard for construction


March 6, 2017  

California Energy Commission Local Government Challenge


March 29, 2017

XBRL US is hosting a surety webinar - Standards to Automate Processing for Contractors, Agents & Sureties

March 30, 2017

Solar industry presentation - Scaling Up Solar Finance: Standards To Reduce Soft Costs and Expand The Market

April 5, 2017

Enterprise Data World Conference  FIBO presentation - Smart Grid Data Interoperability in Support of Surety Based Risk Management

April 24, 2017

National Association of Surety Bond Producers (NASBP) Annual Meeting will showcase XBRL/FIBO at the Surety Innovation Center


May 3, 2017

XBRL-CET/SGIP PAP25 Working Group Meeting with

Congressman Darrell Issa



Thank you to 








Arntz Builders
for sponsoring student travel and expenses 


Background
The new administration is looking to reevaluate the merits of various funding programs, including those of the DOE, and it can be anticipated that the SunShot Initiative and specific efforts like Green Button and Orange Button, along with related efforts like SGIP PAP25, will come under scrutiny.  It is likely support will fade for anything related to climate research or future concepts for fighting climate change. 


Instead the focus will be on the business case today, and quantifying the ROI for funding already spent before any new funds will be considered.


The STEM program at CSU Chico will quantify the ROI for the DATA Act, Green and Orange Button investment, deliver a business case today where clean energy can compete with any energy source, deliver compliance capabilities for the DATA Act, SB350, AB802, and establish data interoperability that improves both energy and transportation projects alike.

The costs to transition to clean energy will be driven down utilizing the application of data analytics and predictive analytics enabled by the data interoperability made possible by the machine readable data standards developed under the DATA Act and leveraged by the Green Button and Orange Button, accomplished in part by the student developed Salesforce shareware applications freely distributed throughout the supply chain that eliminate the barrier of implementation cost with guaranteed data compatibility and will act as a catalyst for innovation on any number of fronts.

The students are ready at CSU Chico, the Orange Button is transitioning now to the second phase with the IEC data standards getting incorporated into XBRL/FIBO, and the On Bill Finance pilot will tie together all the moving parts into a streamlined data flow that leverages the DATA Act by expanding data interoperability into the financial markets to make solar more bankable under structures that improves access to surety credit for small business with an emphasis on veteran owned companies.

XBRL-CET / SGIP PAP25 Working Group
STEM Program at California State University Chico

Washington DC

Data Interoperability to Promote Clean Energy and Small Business

Office of Congressman Darrell Issa
2269 Rayburn House Office Building

Ronald Reagan Conference Room
Washington, DC  20515
 
Small Business Week
May 3, 2017 - 2:30pm

Our Ask

Support the Transition to Digital Data and Transparency


Support and engage with the Data Interoperability Center STEM Educational Program at California State University Chico as we seek to have machine readable data standards created by the DATA Act applicable to financial markets to enable data analytics that promote efficiency for construction in the energy and transportation segments, including the use of digital electronic surety bonds that do not impose multiple owner mandated proprietary systems.

Support and engage with the SBA for their importing surety submissions utilizing machine readable data standards to make it more efficient and easier for small business to secure SBA support.

Support and engage the pilot On Bill Financing for promoting solar construction by utilizing machine readable data standards and data analytics, with an emphasis of helping local veteran owned companies transition to careers in clean energy.

Support and engage with the City Tracy and Caltrans, or another project selected by Caltrans, for federal funding on the Lammers Road interchange for having the machine readable data standards created by the DATA Act applicable to transportation projects, and employed by DOT's to provide digital transparency on project performance which helps small business and provides compliance with the DATA Act.

Famous business quotes....

The customer will never accept an ATM, people want personal interaction with the teller.

The customer will never give up paper checks, people like something they can hold onto.

Paper surety bonds will never go away, people want all the all the manual validations like the power of attorney, jurat, notary seal, corporate seal and wet signatures.

Multiple industry data interoperability is impossible, there are too many stakeholders with too many competing interests, with too many industry specific legacy systems to coordinate.

The solution for data interoperability is for some entity to provide it as a paid service.

Thank you to

The International Electrotechnical Commission

IECRE 61724 Solar System Perrformance Working Group








For use of the IECRE 61274 Data Set


Thank you to Maalka






For donating the basic initial shell of the prototype shareware applications to give the students something to work on

Thank you to Sage/StratusVue







For donating the Company Profile Data Set for the initial shell of the prototype shareware applications to give the students something to work on.

Alfred Berkeley
XBRL US

Board Member


Charlie Isaacs
CTO for The Internet of Things
Salesforce

​    YouTube - Salesforce IoT Cloud 


Randy Coleman

Wizdom
Financial Industry Business Ontology (FIBO)


Smart Grid Data Interoperability in Support of Surety Based Risk Management



Robert Duke
Director of Underwriting
Corporate Counsel
Surety Fidelity Association of America
Small and Emerging Contractors
 


Mr. Joseph Orgovan
Director of Information Technology
Surety Fidelity Association of America



Peter Gibbs
Acting Director
US Small Business Administration
Office of Surety Guarantees

 


Jermanne Perry

US Small Business Administration
Office of Surety Guarantees



Jon Powers
Chairman & Co-Founder
CleanCapital

Let to Right

Alfred Berkeley     XBRL US

                             Board Member


Joseph Orgovan  Surety Fidelity Association of America

                            Director of Information Technology


Robert Rische     Office of Darrell Issa

                            Counsel - Oversight and Transparency Issues


Peter Gibbs         Acting Director,US Small Business Administration
                            Office of Surety Guarantees


K. Dixon Wright   Chief Cat Herder

                            Wells Fargo Insurance Services


Charlie Isaacs     Salesforce

                            CTO for the Internet of Things


Jordan Nuque      CSU Chico Junior
                            Major BS in Concrete Industry Management
                            Minor in Business
                            Minor in Project Management.


Brennan Ladd     CSU Chico Senior
                            Major Business Administration
                            Emphasis in Project Management


Randy Coleman  Wizdom
                            Financial Industry Business Ontology (FIBO)


Jon Powers        CleanCapital​
                           Chairman & Co-Founder

Robert Duke       Director of Underwriting
                           Surety Fidelity Association of America

                           Corporate Counsel


Taking the picture: Jermanne Perry

                              US Small Business Administration
                              Office of Surety Guarantees

By Video Conference


Jerry Hight
Director, Strategic Initiatives
Office of the Provost
California State University, Chico




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)

      Open modeling platform for managing large scale building sustainability initiatives. 


​​
Jonathan Previtali
Vice President Environmental Finance
Wells Fargo Bank

 

Mike Duke
Chief Innovation Architect
Wells Fargo Bank

 



John Goecke
Sage/Stratusvue






David Arntz

Arntz Builders