4:00 PM - 5:00 PM - On Bill Financing
Pan American Room 

Mr. Charlie Isaacs
CTO for The Internet of Things
Salesforce
San Francisco, California

1:00PM - 3:00PM    WORKING GROUP MEETING 
3:00PM - 4:00PM    ORANGE BUTTON PRESENTATION
4:00PM - 5:00PM    ON BILL PRESENTATION

Erfan Ibrahim
Center Director - Cyber Physical Systems
National Renewable Energy Laboratory
Golden, Colorado

Description:  Data Interoperability is not a technical challenge, it is a consensus challenge.  This SGIP PAP25 working group represents a wide range of stakeholders that are exploring a consensus strategy for how open standards based data can be exchanged throughout the supply chain.  The goal is to demonstrate how each stakeholder will receive, process and forward data associated with a small business veteran owned solar installation company getting prequalified as a subcontractor/vendor, along with securing bank and surety credit, including SBA surety guaranty, where the harmonized data is easily and securely exchanged instead of incompatible data manually processed.

Chair: K. Dixon Wright, Wells Fargo Insurance Services..

Mike Duke

Chief Innovation Architect

Executive Co-Chair of The Innovators Club

Wells Fargo Bank

By Video Conference

Joe Cunningham
Director of Operations
Sunny Energy LLC

1:00 PM - 3:00 PM - Data Interoperability
Statler B 

This is not a presentation, and while there may be some PowerPoint slides, this is an Orange Button working session for stakeholders in the supply chain in the construction of a solar project to coordinate on the structure and framework for exchanging data utilizing XBRL/FIBO and IECRE 61724.

 

Participants will be developing the BETA test structure for exporting data from a contractor’s database in XBRL/FIBO based format, and from Solar System Operators in IECRE, that can be imported by other stakeholders, including banks, surety companies and federal agencies like the SBA to implement efficient administration and enable data analytics for improved risk management.


Attendees of the SGIP conference are welcome to listen in, or join in the conversation for how they can execute a data exchange capability confident in the quality of the data, reliability and security. 


Just as the Green Button created the foundation for innovation to analyze how energy is consumed, the Orange Button will be the foundation to innovations around how energy is produced.


Innovation starts here.

K. Dixon Wright

Senior Vice President

Wells Fargo Insurance Services

San Francisco, California

George Kelly

Sunset Technology


Secretary

American Renewable Energy Standards

    and Certification Association (ARESCA)
Rules & Governance Committee
Chairman USNC IECRE,
Secretary IEC TC-82,
Member US TAG TC-82

Ingrid Schwingler
Policy & Regulatory Coordinator
GRID Alternatives
Washington, DC 20002

Jonathan Previtali
Vice President

Environmental Finance
Wells Fargo Bank
San Francisco, California

Pilot Project

Improving access to surety and bank credit for small and veteran owned solar installation companies.


Flexible Development to Transition 

Orange Button Strategy to Industry Beta Test

Description:  The Data Interoperability model will be applied to the federal On Bill Financing structure, and demonstrate the impact of de-risking a Distributed Power project, regardless of size, though the use of data analytics to mitigate construction risk, along with the risk of ratepayer default, to attract low cost financing to the distributed power market.


Chair: K. Dixon Wright, Wells Fargo Insurance Services.

Dennis Stejskal
Vice President

     Strategy and Customer Retention
Sage Construction & Real Estate
Beaverton, Oregon

Randy Coleman
Principal Partner
Wizdom Systems, Inc.

Enterprise Data Management Council

Financial Industry Business Ontology (FIBO)


XBRL-CET / SGIP PAP25 / Orange Button Finance Subcommittee

Working Group SessioN

November 10, 2016

Capital Hilton - Washington DC


Agenda Summary

Welcome Remarks 

     K. Dixon Wright

     Chief Cat Herder


The Human Side of Creating More Solar Projects

     Ingrid Schwingler
     Policy & Regulatory Coordinator
     GRID Alternatives
     Washington, DC 20002


The Internet of Things (IoT)

The Smart Grid - the Ultimate IoT

The Potential for IoT and cloud based access

The Challenge to IoT - Reliable "apples to apples" Data Interoperability  


     Mr. Charlie Isaacs
     CTO for The Internet of Things
     Salesforce
     San Francisco, California


The Orange Button – Selected Data sets
IECRE 61724 – Solar System Information and Performance Measurement

     George Kelly
     Secretary
     American Renewable Energy Standards
         and Certification Association (ARESCA)


     Joe Cunningham
     Director of Operations
     Sunny Energy LLC




Company Profile – Solar Installation Contractor

     John Goecke 
     President & Chief Operating Officer
     Stratusvue
     Chicago, Illinois

     Dennis Stejskal
     Vice President -  Strategy and Customer Retention
     Sage Construction & Real Estate
     Beaverton, Oregon 97006




The Technology of Data Interoperability

Connecting Selected Data Sets between Stakeholders


     Mike Duke
     Chief Innovation Architect
     Executive Co-Chair of The Innovators Club
     Wells Fargo Bank



Leveraging the Orange Button
Turning the Burden of Compliance into the Benefit of Opportunity
Helping small business with a common application for pre-qualification along with surety and bank credit
Helping large contractors find diversity of qualified subcontractors and vendors
Helping veteran owned solar installation contractors with surety and bank credit
Helping the State of California meet 50% renewable energy as mandated by SB350


     K. Dixon Wright

     Wells Fargo Insurance Services

     San Francisco, California


Transitioning to Digital

The case for digital electronic transactions

Transitioning to electronic surety bonds


SBA joins tech heavy weights (Link to article)

Common App / Company Profile for Vendor Pre- qualification along with surety and bank application.

How Technology Helps Harness Data for Informed, Profitable Vendor Selection Decisions

Promoting STEM education and opportunities


     Mr. Charlie Isaacs
     CTO for The Internet of Things
     Salesforce
     San Francisco, California

     Mr. John Teeter
     Maaika
     New York, New York

     Mr. Peter Gibbs
     Acting Director
     US Small Business Administration
     Office of Surety Guarantees
     Washington, DC 20416



Putting Energy Data to Work

     Scott Pomeroy
     Director of Sustainability
     Downtown Business Improvement District Corporation
     Washington, DC 20005


     Mr. John Teeter
     Maaika
     New York, New York


FIBO and XBRL US

Synergy between FIBO and XBRL

Collaboration under SunSpec Alliance on IECRE 61724 


     Randy Coleman
     Principal Partner
     Wizdom Systems, Inc.
     Enterprise Data Management Council
     Financial Industry Business Ontology (FIBO)


Pilot Project with the SBA

Improving access to surety and bank credit for small and veteran owned solar installation contractors


     Mr. John Teeter
     Maaika
     New York, New York

     Mr. Peter Gibbs
     Acting Director
     US Small Business Administration
     Office of Surety Guarantees
     Washington, DC 20416


XBRL-CET - Construction Energy Transportation Pilot Projects
Energy - On Bill Financing and Repayment Programs

               On Bill Surety Program Outline

Transportation - Lammers Road Interchange



Update on the DATA Act
The Green Button and the Orange Button - Making the Connection to data interoperability and the DATA Act
The future of federal funding for transportation and energy projects on public facilities.
How planning for the future can unlock federal funding


Cyber Risk

Protecting the stakeholders that exchange Smart Grid data.


     Erfan Ibrahim
     Center Director - Cyber Physical Systems

     National Renewable Energy Laboratory
     Golden, Colorado



Putting Data Analytics to Use Across Federal and State Agencies


     Mr. John Teeter
     Maaika
     New York, New York


The Cloud, the Free App Exchange and IP

Shareware rights and obligations

The Free App Exchange - How it Works

Promoting STEM education and opportunities


     Mr. Charlie Isaacs
     CTO for The Internet of Things
     Salesforce
     San Francisco, California


     Mr. Duane Gabor
     Alliances and Business Development
     Quickbase, Inc.
     Cambridge, Massachusetts


Scott Pomeroy
Director of Sustainability
Downtown Business Improvement District Corporation
Washington, DC 20005

Description: SGIP is one of four organizations selected by the U.S. Department of Energy SunShot Initiative to lead the Orange Button initiative, which will create a widely-adoptable, unified data standard for the solar industry. This will streamline data management, thereby boosting solar bankability. Join this session to get an overview of market requirements gathered from Area A Working Groups


Chair: Aaron Smallwood, SGIP

Mr. Duane Gabor
Alliances and Business Development
Quickbase, Inc.
Cambridge, Massachusetts

Mr. John Goecke
President & Chief Operating Officer
Stratusvue
Chicago, Illinois

3:00 PM - 4:00 PM Orange Button (PAP-25)
Pan American Room

Background:  

The Department of Energy Orange Button seeks to make solar more bankable by promoting data interoperability to reduce administrative costs and increase information that will enable data analytics.  Resulting innovations will reduce administrative expense and improve risk management, which will lower the cost of capital so more solar projects are constructed.

The more solar projects are constructed the more opportunities for solar installation companies and more jobs for people in the solar industry. 

Objective:       

This pilot project will leverage data interoperability being developed by the DOE Orange Button to improve access to surety and bank credit, assist pre-qualification with general contractors and project owners and help provide a qualified labor pool for small and veteran owned businesses so that they too can participate in the increased solar construction activity, particularly public works where surety can be a barrier.

Process:          

Identify as many data fields as possible for the Company Profile that are used by banks, sureties, the SBA and for subcontractor and/or vendor prequalification for underwriting or qualifying a solar installation contractor.

Codify the Company Profile and IECRE 61724 data fields into XBRL and FIBO so stakeholders can rely on data quality and “apples to apples” data exchange.

Engage stakeholders in the development of a prototype Salesforce application that can easily import/export the Company Profile and IECRE 61724 data, and align with SBA data requirements.

Employ those data fields in a prototype Salesforce shareware application as proof of concept for data interoperability, demonstrate streamlined administration with improved risk management capabilities, and make available to all stakeholders for free on the Salesforce App Exchange.

Distribute the free shareware so that stakeholders can cost effectively adopt and implement data interoperability.

Agenda Topics and Contributing Collaborators

Mr. Peter Gibbs
Acting Director
US Small Business Administration
Office of Surety Guarantees
Washington, DC

Mr. John Teeter
Maaika
New York, New York