Mr. Alfred R. Berkeley    by Web Video 

Former Acting Chairman of the President's National Infrastructure Advisory Council


Former Chairman of XBRL US

Former Director of XBRL International

SBA Forms as Data Sets                      ​Link to SBA Site

SBA Form 413 – Personal Financial Statement
SBA Form 912 – Statement of Personal History
SBA Form 991 – Surety Bond Guarantee Addendum
SBA Form 994 – Application for Surety Bond Guarantee Assistance
SBA Form 994F – Schedule of Work in Process
SBA Form 990A – Quick Bond Guarantee Application and Agreement

Surety/Agent Forms
SBA Form 990 – Surety Bond Guarantee Agreement
SBA Form 994B – Surety Bond Guarantee Underwriting Review
SBA Form 990A – Quick Bond Guarantee Application and Agreement

Daniel Peter

Early Programmer for Chico Common App

Lead Applications Engineer, Kenandy

Bay Area Salesforce Developer User Group Organizer


November 30, 2016

Salesforce Headquarters

Landmark Building

One Market Plaza, San Francisco

Seating Limited - Reservations Required

Leveraging the prototype Salesforce/Quickbase applications for Energy use cases
     Interconnection to the Smart Grid – Wind and Solar
          Construction of utility scale wind and solar assets
               Qualification of major installation contractor
               Performance measurement and monitoring of construction installation
               Performance measurement for commissioning


                  Jonathan Previtali
                  Vice President
                  Environmental Finance
                  Wells Fargo Bank
                  San Francisco, California


      Construction of On Bill scale solar assets
          Qualification of installation contractor
          Performance measurement and monitoring of construction installation
          Performance measurement for commissioning



     Performance measurement and monitoring for ongoing solar and wind asset operations
          IECRE 61724 - Solar System Performance
          IECRE 63019 - Solar System Health

              

                Matthias R. Heinze
                IECRE 61724 Working Group
                TUV Rheinland Group


               Joe Cunningham
               Director of Operations
               Sunny Energy LLC


     Performance measurement and monitoring for insurance products

              Thomas Sauer

              EXXERGY GmbH

              Grafelfing, Germany


International Status of Solar 



                 K Dixon Wright

                 Chief Cat herder


                 Alfred Berkeley


Leveraging the Orange Button

     Collaboration Platform for Data Interoperability

     Concept for Prototype Salesforce App for Salesforce App Exchange

​            ​Updating the Chico Common App - AGC Surety Connection Project at CSU Chico

            Creating the IECRE 61724 Data Administration and Analytics App


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


​                Charlie Isaacs
                CTO for The Internet of Things
                Salesforce


               Daniel Peter

               Early Programmer for Chico Common App
               Lead Applications Engineer, Kenandy
               Bay Area Salesforce Developer User Group Organizer


Orange Button Implementation

     SunSpec Draft Data Sets

               Tom Tansy
               SunSpec Alliance
               San Jose, California


               Michelle Savage
               XBRL US
               San Francisco, California


 AGC Surety Connection Project at CSU Chico

     IOT - Data Interoperability for Solar Bankability
     IOT - Data Interoperability for Transportation Construction
     Educational STEM Program at CSU Chico


 

Federal programs and Innovation Resources

     ​National Technical Information Service

    Wells Fargo Incubation Innovator (IN²) 


          Mr. John Teeter
          Maaika
          New York, New York



Leveraging the prototype Salesforce/Quickbase applications for Construction use cases


Construction of any construction project utilizing data interoperability for contractor qualification and construction monitoring
          Solar Installation Contractor
          Small Business and Diversity
          Transportation Contractors
               Lammers Road Pilot Project


Pilot Project with the US Small Business Administration







Transitioning to Digital
     The case for digital electronic transactions
     Transitioning to electronic surety bonds

     Legal case history for electronic bonds





San Joaquin Council of Government’s 2017 One Voice trip to Washington D.C. 

April 30 to May 4th

     Applicability of data interoperability to all aspects of construction, with Lammers Road as a pilot project

     Work with public agencies that have DATA Act compliance requirements.

     How digital connectivity can turn the burden of compliance into the benefit of opportunity

 

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

Associated General Contractors (agcXML)

Forms as Data Sets                      ​Link to COSA

Application for Payment
Bonds
Change Directive
Change Order
ConsensusDocs 721
Contractor Record
Owner and Contractor Agreements
Plan Files
Request for Information
Request for Proposal
Schedule of Values
Submittals
Supplemental Instructions
Time Sheets

Joe Cunningham
Director of Operations
Sunny Energy LLC

Tom Tansy
SunSpec Alliance
San Jose, California

1:00 - 1:30    Light lunch


1:30 -  3:30   Energy – XBRL-CET / SGIP PAP25 Working Group Session

                     IECRE 61724 Data Set

                     Company Profile Data Set

                     Transportation - Lammers Road One Voice Trip April 2017

Jonathan Previtali
Vice President
Environmental Finance
Wells Fargo Bank
San Francisco, California.

K. Dixon Wright

Senior Vice President

Wells Fargo Insurance Services

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 energy and transportation projects to coordinate on the structure and framework for exchanging data utilizing XBRL/FIBO and IECRE 61724/63019.


XBRL-CET has been working to improve access to surety credit for small business in the transportation construction industry by employing data interoperability.  We have expanded that effort to the energy industry with SGIP PAP25 and the Orange Button.


A primary objective of the Orange Button is to create the outreach and education for establishing data interoperability consensus between energy stakeholders, but any data standard is only viable if it is adopted, and the magnitude and fragmentation of stakeholders involved in the energy space makes consensus extremely difficult. 


While it may seem counter intuitive, expanding the Orange Button to include construction will make the data standards for energy more compelling to adopt because they are not siloed to just energy, but have multi-industry applicability.


For many stakeholders in financial services the commonality between building solar facilities, general building and highways and roadways makes the adoption of multi-industry data standards more compelling, and provides a higher ROI.


Data interoperability will enable innovations that streamline the business processes, and promote innovations in the development of products and services that rely on competitiveness and value added, and not on exclusivity, proprietary IP, or limited to an industry silo.

To overcome the challenge XBRL-CET/SGIP PAP25 has adopted a “Flexible Development” approach, and instead of working to establish all the data sets possible we are concentrating on just two, the IECRE 61724 and the Company Profile.

Those two data sets have the highest stakeholder engagement for solar related projects, and more importantly the Company Profile is multi industry so that it is not siloed and applicable to the financial markets across their client base.


This working Group session will provide an update to Stakeholders and establish the strategy to move forward with the Company Profile and IECRE 61724 Data Sets


The working Group will also explore how it can support the City of Tracy and Caltrans in the One Voice application for funding the Lammers Road Interchange as a pilot project to help public agencies comply with the DATA Act.

Construction of Energy and Transportation Projects



ENERGY: ORANGE BUTTON 
TRANSPORTATION: LAMMERS ROAD


 

Prototype Shareware Salesforce Application


Company Profile

IECRE 61724/63019  - Solar System Performance/Health

December 1, 2016

Wells Fargo

45 Fremont Street, San Francisco

Stakeholder Meetings

All Day

Charlie Isaacs
CTO for The Internet of Things
Salesforce​

Matthias R. Heinze
IECRE 61724 Working Group
TUV Rheinland Group
Pleasanton, California 

Michelle Savage
XBRL US
San Francisco, California

John Teeter
Maalka
New York, New York

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

Thomas Sauer

EXXERGY GmbH

Grafelfing, Germany​