Orange Button Hack-a-Thon Shareware as a Catalyst for Data Interoperability and Innovation

Transcription

1 Orange Button Hack-a-Thon Shareware 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 October 4, 2017

2 Overview Make Solar More Bankable Preparing for the Hack-a-Thon Forms and Applications as Data Sets The Company Profile Data Set The Solar System Administration and Monitoring Data Set Reduce Burdens on Construction of Energy and Transportation Projects Accelerate the Implementation of Efficiencies for Rebuilding after Disasters Summary

3 Overview Make Solar More Bankable Preparing for the Hack-a-Thon Forms and Applications as Data Sets The Company Profile Data Set The Solar System Administration and Monitoring Data Set Reduce Burdens on Construction of Energy and Transportation Projects Accelerate the Implementation of Efficiencies for Rebuilding after Disasters Summary

4 Objectives Overview 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.

5 Overview Problem The 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. Problem What data is comprised in the exchange of data is not well defined Problem XBRL 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. Problem Exchanging data has cyber risk that needs to be addressed before going forward. Problem The chicken and egg scenario Solution The government recognized machine readable data standards, like XBRL and FIBO, provide quality and reliability for the data being apples to apples. Solution The 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 Solution A 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 Solution Collaborators 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. Solution This 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.

6 Overview Make Solar More Bankable Preparing for the Hack-a-Thon Forms and Applications as Data Sets The Company Profile Data Set The Solar System Administration and Monitoring Data Set Reduce Burdens on Construction of Energy and Transportation Projects Accelerate the Implementation of Efficiencies for Rebuilding after Disasters Summary

7 Overview Make Solar More Bankable Preparing for the Hack-a-Thon Forms and Applications as Data Sets The Company Profile Data Set The Solar System Administration and Monitoring Data Set Reduce Burdens on Construction of Energy and Transportation Projects Accelerate the Implementation of Efficiencies for Rebuilding after Disasters Summary

8 Preparing for the Hack-a-Thon 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 App See: Github Login: Sample Password: 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 6 th Hack-a-thon virtually or in person: DOE Orange Button Hack-a-Thon Wells Fargo Learning Center 333 Market Street San Francisco, California Minimum forms (Data Sets) are: Company Profile California Public Utilities Commission - Supplier Clearinghouse Fast Track Process Verification Application Comparable Agency Application ConsensusDocs Contractor's Statement of Qualifications ConsensusDocs 721 Subcontractor Statement of Qualifications ACORD Form 0505 Small Contractor Application SBA Form Surety Bond Guarantee Agreement SBA Form 990A - Quick Bond Guarantee Application and Agreement Solar System Administration and Performance Monitoring IECRE Data Set All qualified entries will be posted on the Salesforce App Exchange

9 More information on participating

10 Overview Make Solar More Bankable Preparing for the Hack-a-Thon Forms and Applications as Data Sets The Company Profile Data Set The Solar System Administration and Monitoring Data Set Reduce Burdens on Construction of Energy and Transportation Projects Accelerate the Implementation of Efficiencies for Rebuilding after Disasters Summary

11 Forms and Applications as Data Sets 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.

12 Forms and Applications as Data Sets Primary Forms as Data Sets Number Form Name 1 CPUC Clearinghouse - Fast Track Process Verification Application 2 CPUC Clearinghouse - Comparable Agency Application 3 AGC-CA Prequalification for School Districts 4 ConsensusDocs Contractor's Qualification Statement for Engineered Construction 5 ConsensusDocs Contractor's Statement of Qualifications 6 ConsensusDocs 721 Subcontractor Statement of Qualifications Secondary Forms as Data Sets AGC/COSA 7 AGC/COSA Application for Payment 8 AGC/COSA Bonds 9 AGC/COSA Change Directive 10 AGC/COSA Change Order 11 AGC/COSA ConsensusDocs721 -Company Profile 12 AGC/COSA Contractor Record 13 AGC/COSA Owner and Contractor Agreements 14 SBA Form 413 Personal Financial Statement 15 SBA Form Statement of Personal History 16 SBA Form Surety Bond Guarantee Agreement 17 SBA Form 990A - Quick Bond Guarantee Application and Agreement 18 SBA Form Surety Bond Guarantee Agreement-Addendum 19 SBA Form Application for Surety Bond Guarantee Assistance 20 SBA Form 994B - Surety Bond Guarantee Underwriting Review 21 SBA Form 994F - Schedule of Work in Process Acord 22 ACORD Form 0501 Surety Report of Execution 23 ACORD Form 0502 Contract Bond Request Form 24 ACORD Form 0503 Commercial or Miscellaneous Bond Request Form 25 ACORD Form 0504 Additional Entity Schedule 26 ACORD Form 0505 Small Contractor Application Surety Bond Forms 27 On Bill Finance - Utility Payment Bond 28 Advance Payment Bond - All States 29 Engineering, Procurement, Construction Payment Bond 30 Interconnection Payment Bond 31 Power Purchase Agreement - Surety Payment Bond 32 Solar Facility Decommissioning Bond 33 Solar Module Payment Bond 34 Solar Module Supply Bond 35 Solar Module Warranty Bond 36 Wind Facility Decommissioning Bond AGC/COSA ConsensusDoc Contractor's Qualification Statement for Engineered Construction. (Includes Schedules A-C) Contractor's Statement of Qualifications (Includes Schedules A-C) Performance Bond General Contractor Payment Bond General Contractor Bid Bond General Contractor Warranty Bond General Contractor Performance Bond (Surety is Liable for Design Costs of Work) Performance Bond (Surety Not Liable for Design Services) Payment Bond (Surety Liable for Design Costs of Work) Payment Bond (Surety Is Not Liable for Design Services) Performance Bond - Subcontractor Payment Bond - Subcontractor Statement of Qualifications - Subcontractor Bid or Proposal Bond - Subcontractor

13 Overview Make Solar More Bankable Preparing for the Hack-a-Thon Forms and Applications as Data Sets The Company Profile Data Set The Solar System Administration and Monitoring Data Set Reduce Burdens on Construction of Energy and Transportation Projects Accelerate the Implementation of Efficiencies for Rebuilding after Disasters Summary

14 The Company Profile Data Set IECRE Solar System Administration and Monitoring Company Profile Financial SGIP PAP25 Just Two Data Sets Solar System Performance Company Profile

15 The Company Profile Data Set 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 Contractor's Statement of Qualifications ConsensusDocs 721 Subcontractor Statement of Qualifications Company Profile Small Business Administration SBA Form 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

16 The Company Profile Data Set 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 Banking General Contractors Project Owners

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

18 Overview Make Solar More Bankable Preparing for the Hack-a-Thon Forms and Applications as Data Sets The Company Profile Data Set The Solar System Administration and Monitoring Data Set Reduce Burdens on Construction of Energy and Transportation Projects Accelerate the Implementation of Efficiencies for Rebuilding after Disasters Summary

19 The Solar System Administration and Monitoring Data Set IECRE Solar System Administration and Monitoring Major EPC Contractor Solar Developer Project Owner Solar Developer Project Owner Solar Installation Contractor Solar Developer Project Owner Step four: Get the Salesforce Chico Common App so that it can import the IECRE Solar System Performance Data set in XML at a minimum, or the preferred XBRL as a data set.

20 The Solar System Administration and Monitoring Data Set IECRE Solar System Administration and Monitoring Major EPC Contractor Solar Developer Project Owner Solar Developer Project Owner Solar Installation Contractor Solar Developer Project Owner Step five: Get the Salesforce Chico Common App so that it can export the IECRE Solar System Performance Data set in XML at a minimum, or the preferred XBRL as a data set. Insurance Surety Banking General Contractors Project Owners

21 The Solar System Administration and Monitoring Data Set IECRE Solar System Administration and Monitoring Major EPC Contractor Solar Developer Project Owner Solar Developer Project Owner Solar Installation Contractor Solar Developer Project Owner Step six: Provide the option for energy companies to submit IECRE Solar System Performance Data set in XBRL direct to utility companies Offtaker Utility Company

22 The Solar System Administration and Monitoring Data Set IECRE Solar System Administration and Monitoring Major EPC Contractor Solar Developer Project Owner Offtaker Solar Developer Project Owner Solar Installation Contractor Utility Company Solar Developer Project Owner Insurance Surety Banking General Contractors Project Owners Step seven: Coordinate so that data interoperability can be utilized by various stakeholders in the supply chain at different Stages.

23 The Solar System Administration and Monitoring Data Set 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

24 Overview Make Solar More Bankable Preparing for the Hack-a-Thon Forms and Applications as Data Sets The Company Profile Data Set The Solar System Administration and Monitoring Data Set Reduce Burdens on Construction of Energy and Transportation Projects Accelerate the Implementation of Efficiencies for Rebuilding after Disasters Summary

25 Reduce Burdens on Construction of Energy and Transportation Projects 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 Nine: Get the Salesforce Chico Common App operational on the Salesforce platform for the Company Profile and IECRE Solar System Performance Data Sets.

26 Reduce Burdens on Construction of Energy and Transportation Projects 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.

27 Reduce Burdens on Construction of Energy and Transportation Projects Step eleven: Confirm all data exchanges are in alignment with and under the US cyber umbrella for best practices and maximum protection.

28 Reduce Burdens on Construction of Energy and Transportation Projects Step twelve: Stakeholders modify their initial shareware Chico Common App to a proprietary app with expanded data analytics capabilities and functionality for specific purposes.

29 Reduce Burdens on Construction of Energy and Transportation Projects 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.

30 Reduce Burdens on Construction of Energy and Transportation Projects Step fourteen: Verify again that all data exchanges are in alignment with and under the US cyber umbrella for best practices and maximum protection.

31 Overview Make Solar More Bankable Preparing for the Hack-a-Thon Forms and Applications as Data Sets The Company Profile Data Set The Solar System Administration and Monitoring Data Set Reduce Burdens on Construction of Energy and Transportation Projects Accelerate the Implementation of Efficiencies for Rebuilding after Disasters Summary

32 Accelerate the Implementation of Efficiencies for Rebuilding after Disasters Standardized data sets and data Interoperability That 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

33 Accelerate the Implementation of Efficiencies for Rebuilding after Disasters 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 United States Department of Transportation Transportation Infrastructure: Notice of Review of Policy, Guidance and Regulation Docket No DOT-OST XBRL-CET Submission of Comments to USDOT 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.

34 Accelerate the Implementation of Efficiencies for Rebuilding after Disasters 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 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

35 Accelerate the Implementation of Efficiencies for Rebuilding after Disasters Step seventeen: Assist public agencies seeking federal funding for transitioning to cloud based digital communications and electronic transactions 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 Modernizing Government Technology Act of 2017 MGT Act H.R Modernizing Government Technology Act of 2017 or the MGT Act.

36 Overview Make Solar More Bankable Preparing for the Hack-a-Thon Forms and Applications as Data Sets The Company Profile Data Set The Solar System Administration and Monitoring Data Set Reduce Burdens on Construction of Energy and Transportation Projects Accelerate the Implementation of Efficiencies for Rebuilding after Disasters Summary

37 Getting from This.. to That It is not a technology challenge.. It is a consensus challenge