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FEASIBILITY Technical Workgroup Call August 22, 2016 1:00 PM PDT SUNSPEC OPEN SOLAR DATA EXCHANGE
FEASIBILITY
Technical Workgroup Call
August 22, 2016 1:00 PM PDT
SUNSPEC OPEN SOLAR DATA EXCHANGE
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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.
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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
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Standards For Solar Bankability
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Convene
DS
Data Taxonomy
Solar Industry
• Document requirements to meet industry needs • Manage Stakeholder Engagement • Strategy
Data Taxonomy
Define Integrate • Data Taxonomy • APIs • TesLng/Interoperability
• User-‐friendly so_ware tools and capabiliLes
• Data TranslaLon and Exchange
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SunSpec Technical Workgroup Topics
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SGIP and SunSpec Working Groups
SunSpec
SGIP Opera9ons Feasibility Finance Design Construc9on
Grid Integra9on ü ü Solar O&M ü Deployment ü ü ü Financing ü ü Real Estate ü ü
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SunSpec Open SpecificaLon Development Process
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Market Requirements
Technical Workgroup FormaLon
Use Case PrioriLzaLon
Standards EvaluaLon
Detailed Gap
Analysis
Intellectual Property
ContribuLons
Taxonomy & Data Model Development
CerLficaLon Test
Development
API Mapping & AdaptaLon
SpecificaLon Development
Open Data Interchange Specifica9on
Market AdopLon
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SunSpec Technical Workgroup Roles
• TWG Chair o Runs calls, records issues, assigns tasks, writes agendas, compile
contribuLons, master of the specificaLon o Skip Dise ([email protected] )
• Co-‐Chair o Assist Chair o Evelyn Fisher ([email protected])
• 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
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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 [email protected] OR send to above link
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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
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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
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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.
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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
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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?
Real Estate Economic Analysis Interconnection Permitting Off-Taker Credit Customer Assessment
FEASIBILITY
WHAT IS THE ORDER OF PRIORITY FOR THE WG = WHAT COMES FIRST
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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 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
o QuesLons to be answered – Q1 – Q2 – Q3
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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
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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
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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
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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
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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
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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
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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.
Feasibility Technical Workgroup Call
August 15, 2016 9:00 AM PDT
Key Slides From Last Call
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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?
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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
