SUNSPEC OPEN SOLAR DATA EXCHANGE FEASIBILITY Technical Workgroup Call August 22, 2016 1:00 PM PDT
AnLtrust & Intellectual Property Policy All SunSpec meelngs are conducted in accordance with the SunSpec AnLtrust Policy and Intellectual Property Provisions defined in the SunSpec Member Agreement and/or the SunSpec Limited ParLcipant Agreement. Each parlcipant company in this meelng has executed either one or the other of these agreements and all parlcipants must comply with the policy and provisions. ConfidenLal or proprietary informalon should not be discussed in open session. Please contact SunSpec management if you have any queslons. 2
Agenda Orange Bu[on Overview Describe osdx Technical Workgroup Process, Roles, Enrollment and Schedule Outline Mission and Goals of the Workgroup Workgroup Topic Areas with DefiniLons Workgroup StarLng Priority with Relevant Standards & Documents Decision: PrioriLzed list of use cases Next Steps/Homework 3
Standards For Solar Bankability Convene Document requirements to meet industry needs Manage Stakeholder Engagement Strategy User- friendly so_ware tools and capabililes Data TranslaLon and Exchange Integrate Solar Industry DS Data Data Taxonomy Define Data Taxonomy APIs TesLng/Interoperability 4 4
SunSpec Technical Workgroup Topics 5
SGIP and SunSpec Working Groups SGIP SunSpec Opera9ons Feasibility Finance Design Construc9on Grid Integra9on ü ü Solar O&M Deployment Financing Real Estate ü ü ü ü ü ü ü ü 6 6
SunSpec Open SpecificaLon Development Process Market Requirements Technical Workgroup FormaLon Use Case PrioriLzaLon Standards EvaluaLon Detailed Gap Analysis Open Data Interchange Specifica9on Intellectual Property ContribuLons Market AdopLon CerLficaLon Test Development API Mapping & AdaptaLon SpecificaLon Development Taxonomy & Data Model Development 7
SunSpec Technical Workgroup Roles TWG Chair o Runs calls, records issues, assigns tasks, writes agendas, compile contribulons, master of the specificalon o Skip Dise (skipdise@cleanpower.com ) Co- Chair o Assist Chair o Evelyn Fisher (evelyn@sighten.io) Authors/Contributors o Write seclons of specificalons Reviewers o A[end calls, comment on workgroup deliverables SunSpec o Coach Chair & Co- Chair, host and compile documents, manage parlcipants, outreach, record meelng notes and a[endance during calls 8
SunSpec TWG Enrollment ParLcipants must have a completed IP Agreement o h[p://sunspec.org/parlcipate- sunspec- osdx- program/ Or be a member of SunSpec Alliance o h[p://sunspec.org/join- sunspec- today/ Forward enrollment queslons to osdx@sunspec.org OR send to above link 9
SunSpec Tools Teamwork o Repository for working documents o Accessible by formally enrolled parlcipants SunSpec manages access SunSpec Website o Workgroup specific pages o Links to Teamwork o Host content ready for public consumplon Microso_ Word, Excel, PDF 10
SunSpec TWG Schedule (Updated) OperaLons - Monday, August 22 @ 9:00 am PT o h[ps://global.gotomeelng.com/join/690132277 Project Feasibility - Monday, August 22 @ 1:00 pm PT o h[ps://global.gotomeelng.com/join/771605509 Finance - Monday, August 22 @ 10:30 am PT o h[ps://global.gotomeelng.com/join/257567365 Design - Tuesday, August 23 @ 10:00 am PT o h[ps://global.gotomeelng.com/join/126583301 ConstrucLon - Tuesday, August 23 @ 11:30 am PT o h[ps://global.gotomeelng.com/join/383550005 11
Feasibility TWG Mission Dra_ to be discussed Develop and publish Distributed Energy Resources (DER) project feasibility data taxonomy, informalon models and interchange standards, based on the SWG- generated Market Requirements Document (MRD), harmonized with each of the funclonal categories of Design, ConstrucLon, OperaLons and Finance, resullng in a specificalon that is ready to use, allows data portability across the value chain, increases solar bankability through data transparency, allows for richer analylcs, and will enable the industry to grow fast and thrive. 12
Goals Major Milestones Review MRD and perform standards evalualon and GAP analysis o IniLal review by November 1, 2016 Develop Product Requirements Document (PRD) o IniLal dra_ by December 1, 2016 Develop data standards and technical dra_s o IniLal dra_s by January 1, 2017 Develop API s and compliance test framework o IniLal release by February 1, 2017 IteraLve process running through November 2017 o Work in close coordinalon with SWG while MRD is being developed o Address as many use cases from MRD as is feasible 13
Feasibility TWG Topics & DefiniLons Sub- Topic Areas (aka Use Cases ): Is it complete? o Real Estate o Economic Analysis o InterconnecLon o Perminng o Off- Taker Credit o Customer Assessment o Taxes DefiniLon: o What does this encompass and how does it affect bankability Relevant Standards: o Weighted by use in industry Relevant Documents: o Other supplemental informalon that supports the use case QuesLons: o What do we need to learn to move forward? FEASIBILITY Real Estate Economic Analysis Interconnection Permitting Off-Taker Credit Customer Assessment WHAT IS THE ORDER OF PRIORITY FOR THE WG = WHAT COMES FIRST 14
Feasibility TWG Topic Details Topic Real Estate o DefiniLon: Anything that impacts the asset or taxable value of the PV system on a property and the associated process of asset sizing, both residenlal and commerical. (Property assessors/appraisers, real estate agents, lenders (PACE, Epad or REAP grants), underwriter (Fannie Mae), developers, homeowner) o Relevant Standards Sandia PV Value tool tool to assess value of new or exislng PV systems on resi/comm buildings. Appraisal InsLtute ResidenLal Green and Energy Efficiency Addendum ASTM E1527 o o Relevant Documents SWG Generated Scoping Study Document Real Estate Standards OrganizaLon (RESO) Add solar as a data field in mullple lislng service (MLS) EPA ECHO Property designalon or zoning QuesLons to be answered Q1 Q2 Q3 15
Feasibility TWG Topic Details Topic Economic Analysis o DefiniLon: Related to the economic engagement between the buyer and the seller. (financer, developer, off- taker(home/building owner)) o Relevant Standards Green Bu[on SunSpec Doc #12042 (Plant Info Exchange) o Relevant Documents SAPC Standard Contracts Standardized contracts for residenlal lease and PPA agreements SWG Generated Scoping Study Document DSIRE incenlves database ULlity incenlves (reducing demand, installing solar) ULlity rate database (OpenEI) SAM/PVWa[s, PVSyst PV simulalon tools Buyer s weighted average cost of capital o QuesLons to be answered Q1 Q2 Q3 16
Feasibility TWG Topic Details Topic - InterconnecLon o DefiniLon: RequesLng interconneclon permission from home/ building owner electric ullity. (ULlity, building owner, developer) o Relevant Standards FERC InterconnecLon Agreements for Smaller Generators SEPA Solar InterconnecLon Report and Best PracLces UL 1741 Standard for InterconnecLng Devices (Inverters) o Relevant Documents SWG Generated Scoping Study Document Modules: h[p://www.gosolarcalifornia.ca.gov/equipment/pv_modules.php Inverters: h[p://www.gosolarcalifornia.ca.gov/equipment/inverters.php ULlity InterconnecLon Agreements specific to each ullity IREC (2013) Model InterconnecLon Document o QuesLons to be answered Q1 Q2 Q3 17
Feasibility TWG Topic Details Topic - Perminng o DefiniLon: RequesLng interconneclon permission from home/building owner authority- having jurisdiclon (AHJ). (ULlity, building owner, developer) o Relevant Standards OpenEI Regulatory and Perminng Desktop Toolkit (RAPID) o Relevant Documents SWG Generated Scoping Study Document Applicable jurisdiclon standard permit specific to jurisdiclon o QuesLons to be answered Q1: What is a good source of reference for perminng documents related to solar PV? Q2 Q3 18
Feasibility TWG Topic Details Topic Off- taker Credit o DefiniLon: Credit quality of the off- taker (homeowner, commercial tenant or owner, developer/epc, financier) and also possibly of the equipment provider/epc or ESCo. o Relevant Standards o Relevant Documents SWG Generated Scoping Study Document o QuesLons to be answered Q1: For PPA installed solar systems, if the ovaker credit is not good, one may use asset- based lending, which looks at the cashflow of the system when Led to a PPA contract. Q2 Q3 19
Feasibility TWG Topic Details Topic Customer Assessment o DefiniLon: [proposed dra_ inserted by WG] o Relevant Standards PVWa[s API PowerBill API o Relevant Documents SWG Generated Scoping Study Document o QuesLons to be answered Q1 Q2 Q3 20
Feasibility TWG Topic Details Topic Taxes o DefiniLon: [proposed dra_ inserted by WG] o Relevant Standards o Relevant Documents SWG Generated Scoping Study Document o QuesLons to be answered Q1 Q2 Q3 21
Next Steps/Homework Enroll in the workgroup and start collaboralng h[p://sunspec.org/parlcipate- sunspec- osdx- program/ Review SWG generated Scoping Study document Review and compile further relevant data, documents and standards Consider the topics, propose other topics Consider the queslons, propose other queslons Join one or more SGIP WGs to help produce a complete and meaningful Market Requirements Document (MRD) o While the SGIP Deployment WG is most perlnent to Design Data, all SGIP WGs are important. 22
Key Slides From Last Call Feasibility Technical Workgroup Call August 15, 2016 9:00 AM PDT
QuesLons to be Answered Do we have the right topics aligned with Project Feasibility? (All WGs will coordinate through PMs at SunSpec, but are we missing anything?) How does Part A w/sgip work with SunSpec s Part B? Should both data and digital documents be considered as necessary? 24
InternaLonal Standards, Best PracLces, and ExisLng Taxonomies (parlal list) o NREL PVWa[s o CEC Equipment List o CPR APIs (PowerClerk, PowerBill and SolarAnywhere) o SunSpec documents SunSpec Plant InformaLon Exchange specificalon 25