XBRL Extension for Construction, Energy and Transportation  

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




Much of the nation’s aging energy infrastructure was constructed around the same time as the Federal-Aid Highway Act of 1956, which created the nations interstate system to uniformly connect the nation with a modern transportation network, at an original cost of $129 billion, and a 2015 budget of $90 billion to maintain and upgrade it. 

Fifty years later the 2007 Energy Independence Act represents no less of an undertaking, with an estimated $900 billion in related cost to create the nation’s modern energy infrastructure, the Smart Grid, by upgrading and replacing the aging and fragile systems with new innovative approaches to produce a clean and smart energy infrastructure that is more environmentally sensitive, reliable, response to outages and with new efficiencies enabled by the emergence of data interoperability and analytics.

This transition is a major challenge for all stakeholders, as old stable revenue models to support long term energy planning and investment are being replaced with an ever changing buyers and seller’s marketplace, potentially volatile results and unpredictability as energy generators go from a few to many.

The success of the transition will rely on harnessing information for better planning and for executing a strategy, and more importantly to mitigate unpredictability.  Terms like Big Data, data analytics, performance measurement, predictive analytics, and others will play a key role.  

The full potential of data analytics and the efficiency gains from interoperability is constrained by the lack of an ability to easily share and exchange data from disparate systems, which if resolved to any degree would create a “tipping point”, a catalyst that facilitates the transition from dumb to smart.  Much like the Green Button made energy usage data available for analytics.

This meeting is to explore the potential of XBRL to create that tipping point by establishing some simple data exchange capabilities for commonly used data, starting with the 15 fields for the “Work on Hand Report” and data fields used for building the Smart Grid, the interconnection process.  The model is the Green Button.

The collaboration around those two achievable objectives will set the stage for the many data sets that will follow, and benefit all stakeholders, particularly those with the burden of long term planning.

Recognizing the hard work to implement what needs to be done will need to be funded, focus will also be on how to raise, allocate and coordinate funding to various entities, the “resources in place” mentioned in the XBRL-CET response to the SunShot RFP, to achieve the multi stakeholder objective.  The SunShot program is contemplating a future FOA for Solar Data and Informatics, providing a unique opportunity for collaboration.

The working session is designed to explore:

  • The option of XBRL as the data standard for financial reporting for DOE.
  • Process to expand the XBRL taxonomy for energy related data fields
  • Process for establishing a universally adopted data set
  • Challenges to synergizing XBRL with industry specific data standards like agcXML, AcordXML and IEP XML.
  • Is there merit to the SunShot program collaborating with XBRL-CET and the cat herd on the potential FOA for Solar Data and Informatics. 

DOE SunShot       :  Request for Information for                                     Solar Data & Informatics
Funding Number  :  DE-FOA-0001218

Small Business and Big Energy

Note: The agenda is a flow of information from different perspectives to provide context to the larger question and challenge of universal adoption of standards by many stakeholders. 

While each topic may be enough to fill an entire session, the speakers will only be touching key points in the context of the work on hand data and interconnection data sets and the value of standardized forms.

The speakers may be in Washington DC for the meeting in person, by WebEx, by conference call, or simply providing a short statement.


Letter to invited speakers


 The statements will be brief and will convey consensus to moving forward with the two data sets.

The full sessions for each topic will be for another day. 

​​​​Overview and Introductions

K. Dixon Wright

XRBL-CET Chief Cat Herder

Wells Fargo Insurance Services USA, Inc.



















The initial Green Button Data Set for Energy Usage

     A model for how XBRL can be tailored for the Construction, Energy and Transportation Industries.

         Mr. Christopher G. Irwin
         US Department of Energy
         DOE Lead – Federal Green Button Team
         Electricity Delivery and Energy Reliability


        Ray Palmer - By Phone
        Energy Industry Analyst
        Office of Energy Policy and Innovation
        Federal Energy Regulatory Commission


DOE SunShot Program - Solar Big Data & Informatics
     Creating and implementing successful federal grants through DOE Funding Opportunity Announcements (DOE FOA)
     DOE FOA-0001218 - Request for Information for Solar Data & Informatics


          Daniel Boff

          Ammar Qusaibaty
          Solar Energy Technologies Office
          Department of Energy
          Energy Efficiency and Renewable Energy 

Current DOE Funded projects to foster interoperability: BEDES and IEP XML


          Elena Alschuler

          US Department of Energy

          DOE BEDES Program Manager
          Building Technologies Office

Solar Big Data & Informatics.
     Potential impact of standards enabled interoperability on the economic value of data and improved analytics.

          Aaron Holm
          Solar Energy Industries Association



The Work on Hand Report, with FASB guidance

     Utilizing the XBRL Data Set for "Work on Hand Report" with FASB Guidance

     15 Fields from originator to XBRL file using Quickbase


         Duane Gabor
         Alliances and Business Development
         Intuit

Trade Associations and Collaborative Bodies 

​XBRL US

     The XBRL Taxonomy 


        Alfred Berkeley
          Former Vice Chairman and Acting Chairman of the President's National Infrastructure Advisory Council.
          Former Chairman of XBRL US
          Former Director of XBRL International

  

Smart Grid Interoperability Panel
    The platform for collaboration to develop best practices for building the Smart Grid.
     SGIP PAP25 - The next Green Button.


         Sharon Allan
         President and CEO
         Smart Grid Interoperability Panel (SGIP)


Surety Fidelity Association of America


National Association of Surety Bond Producers Annual Convention - Technology Update - XBRL Comments  

     Greg Davenport

     Liberty Mutual Surety














     




      The role of the SFAA in developing industry standards, and standardized surety bond forms
      SFAA offer to North Carolina Utility Commission

         Robert Duke
         Director of Underwriting and Corporate Counsel
         Surety Fidelity Association of America



Building the Smart Grid - A Stakeholders Perspective

     Michael Kubis Jr.              

    One Beacon Surety

 

Value of using a common data language for solar power project finance and asset management.

     Mr. Jonathan Previtali
     Environmental Finance
     Wells Fargo Bank 


How XBRL can provide DATA Act compliance for public entities and their contractors on projects that have some federal funding.

         Alfred Berkeley
          Former Vice Chairman and Acting Chairman of the President's National Infrastructure Advisory Council.
          Former Chairman of XBRL US
          Former Director of XBRL InternationalcewaterhouseCoopers 


DATA Act Relevancy to the DOE, FERC and other energy industry stakeholders

     
        Alfred Berkeley
          Former Vice Chairman and Acting Chairman of the President's National Infrastructure Advisory Council.
          Former Chairman of XBRL US
          Former Director of XBRL International     


XBRL and Data Analytics for Utilities and Developers of Large Energy Projects - Beyond Corporate Filing

     K. Dixon Wright
     Surety, Wells Fargo Insurance Services, Inc.

     

Surety Based Risk Management

     Implementing XBRL using the "Next Green Button" Data Set for building the Smart Grid


     K. Dixon Wright
     Surety, Wells Fargo Insurance Services, Inc.


          2015 04-10 XBRL-CET Engineering, Procurement, Construction Payment Bond - All States
          2015 04-10 XBRL-CET Power Purchase Agreement - Surety Payment Bond - All States
          2015 04-10 XBRL-CET Interconnection Payment Bond - All States


XBRL and Data Analytics for Construction

     The Tracy Gateway Model



Federal Governments Open Data Initiative
     Session Wrap Up

     The Internet of Things

          Alfred Berkeley
          Former Vice Chairman and Acting Chairman of the President's National Infrastructure Advisory Council.
          Former Chairman of XBRL US
          Former Director of XBRL International


Lunch in the DOE Dining Facility


The Cat Herd Goes to Washington

XBRL-CET  Working Group Meeting

Department of Energy

​Forrestal Headquarters Building

1000 Independence Avenue SW

​Conference Room GH-35

Washington DC


April 24, 2015

​​9:30 to 12:00 Meeting 

12:00 - 1:00 Lunch