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  • Home
  • About
  • Leadership
  • Contact
  • Links
    • More Information
    • DOE XBRL Orange Button
    • NREL
    • Sunspec Alliance
    • XBRL Orange Button
    • XBRL Solar
    • XBRL Construction Surety
    • CPC-Construction Progress
  • SR Connection
  • Petaluma Creamery
  • BIM Coordinators Summit
  • Digital 360 Summit 2024
  • Cybersecurity Symposium
SRC Digital Insurance Services

Digitally Connecting Stakeholders with Capital & Financial Markets

Digitally Connecting Stakeholders with Capital & Financial MarketsDigitally Connecting Stakeholders with Capital & Financial MarketsDigitally Connecting Stakeholders with Capital & Financial MarketsDigitally Connecting Stakeholders with Capital & Financial Markets

More Information on Data Interoperability

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 


2019 IMPACT EVENT 


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 - BEDES MEETING 


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

FERC Implements XBRL only reporting

Learn More

DOE - Orange ButtonOrange Button TranslateOrange Button Taxonomy Viewer

SunSpec Alliance - Orange Button

NREL Orange Button Solar Data Exchange

XBRLOrange Button Surety

Contractors Financial Statement

Contractors Work on Hand


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 

     YouTube 

Orange Button Response to 2018 PG&E Request for Abstract

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.

2018 PG&E Third Party Energy Effeiciency Program - Request for Abstracts (pdf)Download
2018 PG&E ENERGY EFFICIENCY BUSINESS PLAN 2018 -2025 (pdf)Download
Data Interoperability for Public Benefit (pdf)Download
Data Interoperability for Commercial Interest (pdf)Download

November 16, 2021 Solar Power World - Data Harmonization

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

2021 UC BERKELEY CENTER FOR CATASTROPHIC RISK MANAGEMENT

Abstract: 

Digital Ecosystem for Infrastructure Reliability – Attracting Capital and Financial Markets to Infrastructure


Link to Presentation website


Archive of CCRM Presentations

DIGITAL 360 SUMMIT 2020 PUBLIC SAFETY - NEW FINANCIAL TOOLS

New Financial Tools Panel

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.

K. Dixon Wright

Surety Resource Connection, Chairman

USI Insurance Services, Surety -Senior Vice President

7 Minutes

Alfred Berkeley

Chairman of the Board

Princeton Capital Management

7 Minutes

Jan Rippingale

CEO

Blu Banyan

9 Minutes

Jon Previtali

Director of Technology & Technical Services

Wells Fargo Renewable Energy & Environmental Finance

5 Minutes

David Crowley

CTO

Birch Infrastructure 

6 Minutes

Charlie Isaacs

CTO - Internet of Things

Salesforce

6 Minutes

Arunkumar Vedhathiri

Director Of Innovation / Emerging Products

National Grid

8 Minutes

Nathan Wood

Eecutive Director

Construction Progress Coalition

7 Minutes

Mike Bond

Head of Surety - North America

Euler Hermes North America

6 Minutes

Complete Event

90 Minutes

Dr. J. Pete Blair

Public Safety Keynote

Executive Director of Advanced Law Enforcement Rapid Response Training

Texas State University 

30 Minutes

2019 IMPACT BREAKFAST AT SOLAR POWER INTERNATIONAL

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

2020 California Senate Hearing - SB1258

K Dixon Wright Testimony 

July 17 2019 Impact Event

K. Dixon Wright

On Bill Finance 

Alfred Berkely

Douglas Macbee

California FinTech Initiative 

California GO-Biz (Governor's Office of Business)

California I-Bank Access to Capital Program

Jon Previtali

Director of Technology & Technical Services
Wells Fargo Renewable Energy & Environmental Finance
Wells Fargo Bank N A 

Andres Carvallo

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

Nathan Wood

Construction Progression Coalition

Stephine Ricco

Senior Vice President

Environmental Affairs

Wells Fargo

2018 Global Climate Action Summit

K Dixon Wright

Introduction 

2018 Orange Button Developers Conference

Charlie Isaacs

CTO for Customer Connection

Salesforce

2017 Small Business Week -Office of Congressman Darrell Issa

Data Interoperability to Promote Clean Energy and Small Business

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

2016 Balance Between Data Interoperability and IoT and Cyber

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

April 24, 2015 DOE SunShot: Request for Information

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

2014 XBRL - BEDES Meeting

2014 XBRL US National Conference

2014 XBRL-CET Department of Energy - Apps for Energy Contest

 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. 

Associated General Contractors

2013 AGC National Convention

Data Exchange and Interoperability - Trends and Directions in Construction

Palm Desert, California

2012 AGC Public Works Night

agcXML Workshop & Technical Session

Pleasanton, California 

2003 AGC National Convention

Bid List Connection

Best in Technology (BITS) Competition

Honolulu, Hawaii

2000 AGC/ CFMA Construction Financial Management Conference

Technologies Impact on Surety

Las Vegas

Associated General Contractors - Documents

2000 10-26 AGC-CFMA 2000 Conference Brochure (pdf)Download
2000 10-26 Vegas AGC CFMA Presentation (ppsx)Download
2003 03-21 BITS AGC Webpage (pdf)Download
2003 03-21 AGC BITS Presentation (ppsx)Download
2002 08-24 Bid List Tutorial (ppsx)Download
2012 09-19 AGC Public Works Night - Flyer (pdf)Download
2013 03-06 AGC Surety Connection Project at CSU Chico - AGC National Convention Presentation (ppsx)Download
2013 08-08 AGC Surety Connection Project at CSU Chico - Gavin Newsom - An Economic Growth and Competitiveness Agenda for California (ppsx)Download
2013 10-23 AGC California Article - Collaboration to Improve Access to Surety Credit For Small and Emerging Contractors (pdf)Download

Surety Resource Connection - Legacy Applications

Chico Common App

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 

Bid List Connection

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

Project Status Connection

Dashboard that aggregated public data from Caltrans and VDot to enable monitoring project progress by tracking monthly progress payments.

 

Link to Project Status Connection 

Chico Process

Information website on the Digital Ecosystem for Constriction


Link to the Chico Process

2012 Tracy Gateway Business Park XBRL Challenge

Response to the 2012 XBRL Challenge 


Introduction of the Construction Digital Ecosystem to XBRL


Link to Tracy Gateway Business Park XBRL Challenge 

Sample Construction Website

Demonstration of how a contractor's website integrates with Chico Common App, Project Status Connection and Bid List Connection


Link to Sample Construction Website

Energy Storage Best Practice Guide

Energy Storage Best Practice Guide: Guidance for Project Developers, Investors, Energy Companies and Financial and Legal Professionals 


Chapter 4: Technical Performance- Data Interoperability

· Appendix 1:    Chronology and Historical Resource 

· Appendix 2:    Leadership and Resources

· Appendix 3:    Global Climate Action Summit Impact Event


 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.  




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