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ORANGE BUTTON RESPONSE TO 2018 PG&E REQUEST FOR ABSTRACT
ASSOCIATED GENERAL CONTRACTORS
NOVEMBER 16, 2021 SOLAR POWER WORLD - DATA HARMONIZATION
UC BERKELEY CENTER FOR CATASTROPHIC RISK MANAGEMENT
DIGITAL 360 SUMMIT 2020 PUBLIC SAFETY - NEW FINANCIAL TOOLS
2020 CALIFORNIA SENATE HEARING - SB1258
2019 GLOBAL CLIMATE ACTION SUMMIT
2019 IMPACT BREAKFAST AT SOLAR POWER INTERNATIONAL
2018 ORANGE BUTTON DEVELOPERS CONFERENCE
2017 SMALL BUSINESS WEEK -OFFICE OF CONGRESSMAN DARRELL ISSA
2016 BALANCE BETWEEN DATA INTEROPERABILITY AND IOT AND CYBER
2014 XBRL-CET DEPARTMENT OF ENERGY - APPS FOR ENERGY CONTEST
2014 XBRL US NATIONAL CONFERENCE
NEWS
October 21, 2021
Financial Data Exchange (FDX) Releases FDX API 5.0
September 28, 2021
Release of SASB Standards XBRL Taxonomy Accelerates Structured Reporting of ESG Data
DOE Signs Up 125+ Local Governments to Fast-Track Solar Permits
September 24, 2021
DOE - Orange ButtonOrange Button TranslateOrange Button Taxonomy Viewer
SunSpec Alliance - Orange Button
NREL Orange Button Solar Data Exchange
XBRLOrange Button Surety
Contractors Financial Statement
Smart Electric Power Alliance (SEPA) SEPA Orange Button
Construction Progress Coalition (CPC) Shared Pains Podcast
Custom Data Collection with Standardized Data: Liberty Mutual Surety Case Study
In 2018 PG&E requested abstracts for transition from a “cradle to grave” energy provider to a modern utility that is supported by private third party service providers and private capital markets.
Data Harmonization Strategies: The Key to Scaling Up Solar Projects & Mitigating Financial Risks
Jan Rippingale, Co-Founder & CEO, Blu Banyan
Cliff Hansen, Research and Development, Sandia National Laboratories
Jeff Cook, Renewable Energy Policy and Market Analyst, National Renewable Energy Laboratory
Scott Nguyễn, Co- Founder & CEO, Bodhi
Tom Tansy, Chairman, SunSpec Alliance
K. Dixon Wright, Senior Vice President, USI Insurance – Surety, President, SRC Digital Insurance Services
57 Minutes
New Financial Tools - Data Interoperability
Covid-19 will have significant negative impacts on our economy, but it will also force a “reset” as an opportunity. Traditional policies and procedures that are inefficient are being modernized with options that will accelerate the transition to innovative digital capabilities to reduce costs, increase efficiency and enable AI.
Efficiency that will impact the bankability of clean energy projects, save clean energy jobs, further the fight against climate change and support the UN Sustainable Development Goals.
Thanks to past and present Department of Energy programs that partners entrepreneurs with national labs on multiple initiatives the foundations to enable the transition to digital are ready, and the “reset” is being implemented.
From the Green Button for digitizing “energy consumption” to the Orange Button for digitizing “energy production” to harmonize the financial and insurance markets with the regulators, utilities, developers and contractors of energy facilities, the “reset” is underway and the Smart Grid can truly be “smart”.
Our panel reflects the diversity of the ecosystem that have contributed to data interoperability as a public benefit to enable the “reset” and share how they are leveraging the New Financial Tool, the Orange Button XBRL Taxonomy, to innovate.
From the big picture of the UNSDG’s, capital markets and individual residences that want to install a solar system today, to future innovations being pursued the data highway is open for business, ready to respond and rebuild.
The great “reset” has begun.
Surety Resource Connection, Chairman
USI Insurance Services, Surety -Senior Vice President
7 Minutes
Chairman of the Board
Princeton Capital Management
7 Minutes
CEO
Blu Banyan
9 Minutes
Director of Technology & Technical Services
Wells Fargo Renewable Energy & Environmental Finance
5 Minutes
CTO
Birch Infrastructure
6 Minutes
CTO - Internet of Things
Salesforce
6 Minutes
Director Of Innovation / Emerging Products
National Grid
8 Minutes
Eecutive Director
Construction Progress Coalition
7 Minutes
Head of Surety - North America
Euler Hermes North America
6 Minutes
90 Minutes
Public Safety Keynote
Executive Director of Advanced Law Enforcement Rapid Response Training
Texas State University
30 Minutes
Left to Right:
Bob Fox, SunSpec Alliance
Eric Altman, Sompo International Surety
Jonathan Previtali, Wells Fargo Bank
Sumanth Lokanath, First Solar
John Balfour, The Energy Doctor
Randy Corey, sPower
K. Dixon Wright, USI Insurance Services
Tim Prichard, USI Insurance Services
Tom Tansy, SunSpec Alliance
Thomas Sauer, Exxergy
K Dixon Wright Testimony
On Bill Finance
California FinTech Initiative
California GO-Biz (Governor's Office of Business)
California I-Bank Access to Capital Program
Director of Technology & Technical Services
Wells Fargo Renewable Energy & Environmental Finance
Wells Fargo Bank N A
CEO & Founder – CMG
Author of “The Advanced Smart Grid”
Editor of Power Engineering & Building Technologies – Artech House
Adjunct Professor – Texas State University School of Engineering
Board Advisor – Smart Electric Power Alliance
Board Advisor – The University of Kansas Energy Council
Board Advisor – Texas State University School of Engineering
Construction Progression Coalition
Senior Vice President
Environmental Affairs
Wells Fargo
K Dixon Wright
Introduction
Charlie Isaacs
CTO for Customer Connection
Salesforce
Rayburn House Office Building
Ronald Reagan Conference Room
Washington, DC 20515
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
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
July 20, 2016 Wells Fargo Penthouse
K. Dixon Wright
Wells Fargo Insurance Services
Mr. Alfred R. Berkeley
Former Acting Chairman of the President's National Infrastructure Advisory Council
Former Director of XBRL International
General Keith Alexander (Ret.),
Founder and CEO of IronNet Cybersecurity
Former head of U.S. Cyber Command, National Security Agency and Central Security Service
Tim Keating
SunSpec Alliance
Jerry Hight
California State University Chico
Director of Strategic Partnerships
Left to Right:
Danial Boff - SunShot Initiative
Ammar Qusaibaty - SunShot Initiative
Chris Irwin - Department of Energy
Elena Alschuler, Department of Energy - BEDES
Duane Gabor - Intuit
Aaron Holm - Solar Energy Industries Association
Sharon Allan - Smart Grid Interoperability Panel
Alfred Berkeley
K. Dixon Wright - Wells Fargo Insurance Services
Robert Duke - Surety Fidelity Association of America
Jonathan Previtali - Wells Fargo Bank
Photo Taken by: Michael Kubis - OneBeacon Surety
Phone: Ray Palmer - FERC
The XBRL-CET taxonomy enables data exchange beyond just filing to the SEC by establishing a collaborative platform to identify data fields and develop formal XBRL data tags for fostering open standards and interoperability.
Data Exchange and Interoperability - Trends and Directions in Construction
Palm Desert, California
agcXML Workshop & Technical Session
Pleasanton, California
Las Vegas
The Chico Common App aggregated multiple surety applications into a customer facing comprehensive database that enabled both import and export in excel.
Applicaitons for surety credit or pre-qualification could populate and print various forms using the same data set or have a specific forms data sets exported as an excel file.
Link to Chico Common App
An online Bid List calendar tool that enabled various stakeholders to access upcoming bids in various formats with sorting and filtering.
Bid data could be imported or exported and integrated with Surety Management Connection.
Link to Bid List Connection
Dashboard that aggregated public data from Caltrans and VinDot to enable monitoring project progress by tracking monthly progress payments.
Link to Project Status Connection
Response to the 2012 XBRL Challenge
Introduction of the Construction Digital Ecosystem to XBRL
Demonstration of how a contractor's website integrates with Chico Common App, Project Status Connection and Bid List Connection
Link to Sample Construction Website
January
Construction Progress Coalition (CPC) Publishes
2018 Report Transforming Project Collaboration through a Common Data Exchange (CDX) with CDX Task Force Initiative #3 the XBRL Work in Progress Report.
XBRL-CET DOE Orange Button XBRL collaboration effort responded to the U.S. Department of Energy Request for Information: Challenges and Opportunities for the American Solar Industry.
Foundations for Evidence-Based Policymaking Act (Evidence Act)
February
California Senate Bill 598 - The Open Financial Statements Act is introduced
April
Small Business Administration Accepts XBRL Data for Surety Bond Guarantee Program
XBRL US Surety Working Group Initiates Public Review of Contractor Financials Data Standards
May
CMG hosted the Digital 360 Summit
One of nine whitepapers - New Regulations, Financial Tools, and Business Models Paper
June
FERC adopts XBRL - Revisions to the Filing Process for Commission Forms
July
September
SunSpec Alliance publishes
The Orange Button Data Element Reference, Version 1.0
The American Energy Opportunity Act (Senate Bill 2447) was introduced in the US Senate and detailed in the article Senators introduce bipartisan supplemental legislation for SolarAPP. The joint SEIAand Solar Foundation SolarApp initiative is working group to help define and implement the national data set for permitting that will be hosted at NREL that uses the Orange Button XBRL taxonomy.
Impact Breakfast During Solar Power International
The Orange Button collaboration group was working with Senator John Moorlach and the California Treasurer’s Office to help implement machine readable data standards like XBRL throughout state agencies as part of the SB-598 Open Financial Statements Act.
October
Sandia National Lab publishes
Energy Storage Financing: Advancing Contracting in Energy Storage
December 26th
The Advancing Contracting in Energy Storage (ACES) Working Group – Best Practice Guide
December 30
The Grant Reporting Efficiency and Agreements Transparency (GREAT) Act of 2019 – Modernizing Federal Grant Reporting is signed into law
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