Standardized Data Sets
Contractor Financial Statement
Contractor Work in Progress Report
SolarApp Construction Permit
Solar and Storage – PV Inspection and Quality Control
IECRE PV Rating System
PG&E - Self-Generation Incentive Program (SGIP)
Orange Button Taxonomy Viewer
- Construction Contract
- Surety Bond
- Contractors Monthly Progress Payment Application
- Solar System Monthly Operating Report
Enabling Digital Data Interoperability
Software providers to the construction community enable their systems to import or export standardized data sets so that clients can securely and reliably exchange their own data between systems for prequalification and applying for insurance, surety or bank credit.
Software providers to the solar construction community enable their systems to import or export the standardized “Monthly Operating Report” for project administration, accounting and reporting to banks, insurance and surety companies.
Establishing Digital Surety, Insurance and Bank Program
Contractors that are prospective bidders for public works apply for the required surety credit, insurance program and financing by identifying where their company data is stored that can be retrieved as a standardized data set to facilitate applying for a surety program and bank line.
- Internal desktop software – Accounting, project management and administration
- Software as a Service – Internet based accounting, project management and administration.
- Commercial Relationships – Trade creditors, Bank, Insurance, and surety.
- Government – Contractors License Board, GSA, Cal eProcure, Published Progress Payments (Caltrans and AB1223), NREL SolarApp, Investor Confidence Project, GSA
Bidders provide the data sets to their surety and insurance broker and bank.
Surety brokers import and aggregate the data from various sources for a complete underwriting submission uploaded to a surety company system.
Surety company performs its underwriting and establishes credit limits, terms and digital reporting requirements.
Project owner initiates the process to award a contract by entering data into the system that manages procurement, completing as much of the “Construction Contract” data set with data available at the outset.
The procurement system builds on the initial data with any additional data elements and makes the “Construction Contract” data set available for bidders to import into their respective systems along with the traditional bid documents.
Prospective bidders import the “Construction Contract” data set with common procurement data elements and builds on the data set with their respective data elements for contract amount and any information required for issuance of the contract, insurance and surety bonds.
Prospective bidders export the “Construction Contract” data set to their insurance and surety broker for insurance pricing and surety bond underwriting.
Surety broker imports the “Construction Contract” data into surety system, executes a digital bond and generates a Bond Validation Number (BVN).
Contractor logs onto secure surety system to execute the digital surety bond and provides project owner with BVN.
Project owner, and all project stakeholders, validates the BVN online and receives a digital PDF of the fully executed surety bid bond and the “Surety Bond” data set for importing into their project management software.
Project owner awards contract to successful bidder and “Construction Contract” data set reflects final contract details at award, and available to all stakeholders for importing into their respective systems.
Project owner and contractor execute a digital “Smart Contract”
Contractor provides executed “Construction Contract” data set to insurance and surety broker.
Insurance certificate is issued digitally.
Contractor surety broker executes digital surety contract performance and payment bond and provides contractor with BVN.
Contractor logs onto secure surety system to update bid data with contract award data to execute the digital contract surety performance and payment bond and provides project owner with BVN.
Project owner, and all project stakeholders, validates the BVN online and receives a digital PDF of the fully executed surety performance and payment bonds and the “Surety Bond” data set for importing into their project management software.
Contractor system exports subcontract “Construction Contract” data sets to subcontractors, suppliers and vendors.
Subcontractor provides executed “Construction Contract” data set to insurance and surety broker.
Subcontractor insurance certificate is issued digitally.
Subcontractor surety broker executes digital surety subcontract performance and payment bond and provides subcontractor with BVN.
Subcontractor logs onto secure surety system to execute the digital subcontract contract surety performance and payment bond and provides project owner with BVN.
Subcontractor system exports monthly progress payment application data set for submitting to Contractor.
Contractor and Subcontractor mutually agree to monthly progress payment application and payment to contractor is digital, direct to contractor’s bank account.
Monthly Progress Payment Application is the source data for subcontractors work in process reporting, and for project reporting to subcontractor surety.