10:30   11:15   
Expanded Deliverable #2 – DATA Act, the Present and Future of Data Standards

Where SB-Data seeks to explore and develop best business practices, the DATA Act mandates compliance for financial reporting on all recipients of federal funding by 2017.  XBRL can provide compliance for the DATA Act, meet the needs of SB-Data and along with FIBO can provide long term reliability.

Entire recorded session

Enterprise Data Management Council 

EDM Council Recordings

     SB Data Symposium on Cybersecurity and FIBO, October 2015
EDM YouTube Site

Session 1                :30       Overview of SB-Data and Data Interoperability
WAV File                              SB Data Respondents
MP4 File


Link to YouTube: https://youtu.be/MIKaQCZ0y8s                                                        

Session 2             1:15        Cybersecurity and SB-Data
WAV File                              Alfred Berkeley, General Alexander (ret),  Matt Olsen
MP4 File


Link to YouTube: https://youtu.be/u1-Jvok12tU

Session 3             1:00        Data Standards – XBRL and FIBO
WAV File                              Michele Savage, David Newman, Dennis Wisnosky
MP4 File


Link to YouTube: https://youtu.be/SEtSP2deqUA

If you have any questions, or would like more information please contact Dixon Wright at Dixon@XBRL-CET.com

The ability to apply data analytics, and to develop innovative applications enabled by data interoperability, will generate better terms and conditions for financing and bonding for solar projects.

Cybersecurity Talking Points

What government “programs” are there, what are the resources, and where can more information from the government be found.

K. Dixon Wright

Senior Vice President

Wells Fargo Insurance Servcies

How can system administrators and application developers that utilize XBRL, FIBO, or any other data standard incorporate cybersecurity measures to achieve the best results.

Where does external “public” government “programs” end, and internal “proprietary” and/or commercial strategies begin.  How does an entity manage the overlap?

Michele Savage

​Vice President


David Newman
Strategic Planning Manager
Enterprise Architecture and IT Strategy
Wells Fargo Bank
Chair FIBO and Semantic Technology program 

Dennis E. Wisnosky
Senior Advisor - Consultant, Enterprise Data Management Council

Lead Financial Industry Business Ontology (FIBO) Standards Implementation

Former the Chief Technology Officer and Chief Architect in the U.S. Department of Defense Business Mission Area, 

9:00     10:30  PST 

Expanded Deliverable #15 - Cybersecurity
The exchange of data between stakeholders presents many challenges and risks, with cybersecurity one of the most important to both understand and to properly address.  The issue is made even more sensitive when considering the data involves the administration of the nation’s energy grid, and how that data gets into our financial institutions, both banking and insurance.

The respondents to SB-Data will need to navigate the cybersecurity issue, and while there is no one answer, there a great deal of understanding about the risk, steps being taken by government and what the future may hold.

Talking Points

What is XBRL, and how does it tie to SB-Data

Regarding the proposed pilot project to improve access to surety credit to help veterans secure work in the solar energy and clean tech industries, and the exchanging of data between identified stakeholders;

SGIP PAP25 Re-tasking for SB-Data

Conference Call 

October 9, 2015

8:30am to 11:30am PST

Call In Number Provided Upon Request

XBRL, or eXtensible Business Reporting Language, is an XML standard for tagging business and financial reports to increase the transparency and accessibility of business information by using a uniform format.   More Information

XBRL is already implemented by public companies for reporting to the SEC, and a number of companies are utilities, solar developers and contractors.  Meaning a significant number of data feilds are already formally adopted.

General Keith Alexander (Ret.),
Founder and CEO of IronNet Cybersecurity
Former head of the U.S. Cyber Command, the National Security Agency and the Central Security Service

Mathew Olsen
President, Consulting, and Co-Founder at IronNet Cybersecurity
Former Director of the National Counterterrorism Center 

Mr. Alfred R. Berkeley
Director, World Economic Forum USA
Former Vice Chairman and Acting Chairman of the President's National Infrastructure Advisory Council.
Former Chairman of XBRL US
Former Director of XBRL International
Co- Author: The New Paradigm for Cyber Security

SGIP PAP25 and XBRL-CET (see guide to acronyms box below) are collaboration efforts to promote open data standards for efficient exchange of data between stakeholders, and are participating in SB-Data with a wide range of stakeholders as fellow respondents and collaborators. 
To provide an update to the respondents of SB-Data about the potential re-tasking of SGIP PAP25 and the various expanded deliverables, a series of discussions has been scheduled to follow the Renewable Asset Management 2015 and  Solar O&M 2015 conference.

The purpose of the call is to bring awareness and encourage engagement with SB-Data and its intention to promote data interoperability for building the nation’s energy infrastructure – the Smart Grid.

It will be an opportunity for respondents to SB-Data, Surety Company's, Banks, Solar Developers, EPC Contractors, Regulatory agencies, and investors to listen to and engage with the wide range of stakeholders.  With various legislative mandates and compliance requirements that overlap it is vital for stakeholders to better understand some of the issues being dealt with, and what direction the industry in moving towards.

Compliance is a driving factor for adoption, from SEC mandated Interactive Data to Improve Financial Reporting which requires public companies to report to the SEC in XBRL, the Digital Accountability and Transparency Act of 2014 (DATA Act), which requires all recipients of federal funding to provide financial reporting and the Basel Committee on Banking Supervision Regulation 239, which is a mandatory requirement for banks to aggregate risk data and provide comprehensive reporting.

The objective of XBRL-CET and SGIP PAP25 is to foster compliance of various requirements by financial reporting through XBRL/FIBO.  The more different industries and stakeholders can find common ground, and synergy, with XBRL/FIBO the more it will be adopted and make other alternatives less attractive, adding further to the adoption of XBRL/FIBO.

The respondents to SB-Data will be working with the DOE on data standards for building the Smart Grid, and the more they all advocate for XBRL/FIBO the more likely DOE will adopt XBRL/FIBO, which will add considerable weight and leverage to the data standard being adopted. 

The conference call will follow the format we had for the meeting at Treasury, where we posted the agenda and talking points on the XBRL-CET website and did an outreach effort to promote engagement.  We are not sure how many “listened in” during our meeting, but did notice a considerable jump in engagement afterwards, and received many favorable comments as feedback.

Each presenter will provide an overview of the topic, how it relates to SB-Data and what respondents should consider when developing data exchange protocols. 

The sessions are interactive and SB-Data respondents and industry participants are encouraged to engage and ask questions.

If you have a question you would like addressed as part of the call, send your question to Dixon@XBRL-CET.com, or direct the question to the speakers directly through their websites provided below.

11:15 to 11:30  Open Questions

Standardized XBRL Data Sets and Bond forms

What it would take to have Cybersecurity part of the SB-Data effort.

Improving access to surety credit by reducing administrative costs and increasing underwriting information through efficient and effective data exchange based on open standards and digitizing the data flow between stakeholders, including electronic bonds utilizing standard bond forms.

Background of XBRL-CET, SGIP PAP25, SB-Data and the re-tasking of SGIP PAP25 for SB-Data

Exploring how to synergize XBRL/FIBO financial reporting with other industry specific data standards

        * Note: XBRL-CET and SGIP PAP25 do not have

                     any formal relationships with any standards group.

The banks are mandated to modify their internal system to comply with Basel Committee on Banking Supervision Regulation 239, which is a mandatory requirement for banks to aggregate risk data and provide comprehensive reporting.  If by law the banks are developing risk analytical tools for their overall portfolio’s, then having the additional benefit of having that data enter their systems in a reliable format, without the need for translation or conversion, with the ability to design their analytical tools for individual project level performance as part of their portfolio underwriting, makes compliance with Basel 239 significantly more productive.  The aggregated data is not only easier to generate, but serves multiple purposes.

XBRL Extension for Construction, Energy and Transportation  

Guide to Acronyms

​SGIP PAP25 Smart Grid Interoperability Panel – Priority Action Plan 25 – Harmonized Financial Data
XBRL-CET    : eXtended Business Reporting Language – Construction, Energy and Transportation

FIBO             : Financial Industry Business Ontology

SB-Data        : Department of Energy Solar Bankability Data Funding Opportunity Announcement

Matthias R. Heinze
Director Business Development
TUV Rheinland Group

Chair: IECRE WG404

8:30    9:00 PST

Introduction and Overview

How would VetBiz, or any other entity distributing company profile information (XBRL data set), implement a cybersecurity policy for the files it exports.  How much cybersecurity is enough, or too much to work?

How do CPA’s that issue financial reports, and the new accompanying “XBRL Data Sets”, implement a cybersecurity policy to protect the contents of the data file.

How would a surety, bank, general contractor, government agency or anyone else importing that XBRL Data Set for company profile, or any other XBRL data set, implement a cybersecurity policy?

How would a public project owner that is required to comply with the DATA Act implement a data sharing policy and procedure that addresses the cybersecurity risk?
               The Lammers Road example

How would a private project owner, and/or project lender, implement a confidential data sharing policy and procedure for the purpose of managing default risk that addresses the cybersecurity risk?
               The DOE Data By Design Example

How to address all the challenges, and coordinate all the stakeholders, with small pilot projects

By being part of the collaboration with SB-Data so that XBRL/FIBO is a resource to all stakeholders, not just for banks and not just for Basel 239.

What is FIBO, and how does it tie to SB-Data

How will XBRL/FIBO will solve the data interoperability challenge of getting data into the financial institutions for better terms and conditions related to financing Solar Projects

What are the benefits of solving the problem, and who cares.