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Program implementation portal

The back office. Ben: “our program implementation portal is going to end up having so many views and so many fields… all of them are going to go in there.” So every field is in this one by default.

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213
fields in this component
0
required
3
journeys to design

Showing every workflow at once, so a field appears with whoever supplies it in general. Pick a workflow above to see who supplies it on that job, and which fields are actually required there.

Installer 1 fields

Does the work on site.

FieldWhat it isStageRequired
contractor_incentive Contractor incentive reservation —
State administrator 1 fields

Focus, acting as Wisconsin's administrator. Signs the attestations.

FieldWhat it isStageRequired
state_attests_proof_of_identity_ownership_income State attests proof of identity ownership income eligible —
Nobody named yet 211 fields

No first pass and nobody has said. These are the ones to settle first.

FieldWhat it isStageRequired
claimant_payment None addenda —
state_attests_any_failed_inspection_remediated None addenda —
city City address —
county County address —
state State address —
street Street address —
street_number Street number address —
zip_code Zip code address —
email The email address of the homeowner, building owner, or renter that will ultimately be rece applicant —
last_name The applicant's last name. applicant —
phone The ten-digit phone number of the home owner, building owner, or renter that will ultimate applicant —
assessment_date Assessment date assessment —
ceiling_insulation_r_value Ceiling insulation r-value assessment —
ceiling_insulation_type Ceiling insulation type assessment —
conditioned_floor_area_sq_ft Conditioned floor area sq. ft assessment —
cooling_systems Cooling systems assessment —
ducts_are_insulated Ducts are insulated assessment —
ducts_are_sealed Ducts are sealed assessment —
efficiency_afue Efficiency AFUE assessment —
efficiency_hspf Efficiency HSPF assessment —
efficiency_seer None assessment —
electrical_panel_max_amps Electrical panel max amps assessment —
envelope_professionally_air_sealed Envelope professionally air sealed assessment —
fuel_and_system_type Fuel and system type assessment —
heating_systems Heating systems assessment —
insulation_and_air_sealing_prerequisite Insulation and air sealing prerequisite assessment —
is_ceiling_insulation_r_value_known Is ceiling insulation r-value known assessment —
is_efficiency_known Is efficiency known assessment —
is_percent_conditioned_floor_area_served_known Is percent conditioned floor area served known assessment —
is_whole_home_ventilation_system_rated_flow_cfm_known Is whole home ventilation system rated flow CFM known assessment —
percent_conditioned_floor_area_served For estimating this percentage, use the total conditioned floor area `mf_conditioned_floor assessment —
percent_conditioned_floor_area_served Percent conditioned floor area served assessment —
system_type None assessment —
whole_home_ventilation_system_rated_flow_cfm Whole home ventilation system rated flow CFM assessment —
whole_home_ventilation_system_type Whole home ventilation system type assessment —
year_built Year built assessment —
assessment_date Assessment date bulk —
ceiling_insulation_r_value Ceiling insulation r-value bulk —
ceiling_insulation_type Ceiling insulation type bulk —
conditioned_floor_area_sq_ft Conditioned floor area sq. ft bulk —
cooling_systems Cooling systems bulk —
ducts_are_insulated Ducts are insulated bulk —
ducts_are_sealed Ducts are sealed bulk —
efficiency_afue Efficiency AFUE bulk —
efficiency_hspf Efficiency HSPF bulk —
efficiency_seer None bulk —
electrical_panel_max_amps Electrical panel max amps bulk —
envelope_professionally_air_sealed Envelope professionally air sealed bulk —
fuel_and_system_type Fuel and system type bulk —
heating_systems Heating systems bulk —
insulation_and_air_sealing_prerequisite Insulation and air sealing prerequisite bulk —
is_ceiling_insulation_r_value_known Is ceiling insulation r-value known bulk —
is_whole_home_ventilation_system_rated_flow_cfm_known Is whole home ventilation system rated flow CFM known bulk —
jurisdiction_attests_proof_of_identity_ownership_income Jurisdiction attests proof of identity ownership income bulk —
limited_assessment Electric Limited Assessments Payload bulk —
percent_conditioned_floor_area_served For estimating this percentage, use the total conditioned floor area `mf_conditioned_floor bulk —
percent_conditioned_floor_area_served Percent conditioned floor area served bulk —
safety_checks Safety Checks bulk —
system_type None bulk —
whole_home_ventilation_system_rated_flow_cfm Whole home ventilation system rated flow CFM bulk —
whole_home_ventilation_system_type Whole home ventilation system type bulk —
year_built Year built bulk —
delete_redemptions Delete redemptions corrections —
deletion_reason Deletion reason corrections —
new_expiration_date New expiration date corrections —
address_id Address id eligible —
annual_consumption The annual site usage for the specified fuel type. eligible —
annual_consumption The annual site usage for the specified fuel type. eligible —
annual_consumption The annual site usage for the specified fuel type. eligible —
annual_consumption The annual site usage for the specified fuel type. eligible —
applicant_id Applicant id eligible —
building_project_type Building project type eligible —
building_project_type Building project type eligible —
claimant_type Claimant type eligible —
claimant_type Claimant type eligible —
construction_type Construction type eligible —
contractor_company_name Contractor company name eligible —
contractor_dac_incentive Contractor DAC incentive eligible —
contractor_name Contractor name eligible —
dwelling_unit_income_bucket Dwelling unit income bucket eligible —
dwelling_unit_income_bucket Dwelling unit income bucket eligible —
energy_type A site fuel type. This enumeration is a subset of https://hpxml.nrel.gov/datadictionary/4. eligible —
energy_type A site fuel type. This enumeration is a subset of https://hpxml.nrel.gov/datadictionary/4. eligible —
energy_type A site fuel type. This enumeration is a subset of https://hpxml.nrel.gov/datadictionary/4. eligible —
energy_type A site fuel type. This enumeration is a subset of https://hpxml.nrel.gov/datadictionary/4. eligible —
estimated_percent_energy_savings An estimate for the percent measured energy savings where total energy use is first conver eligible —
estimated_post_retrofit_energy_usage_kwh_equivalent Estimated post-retrofit energy usage kwh equivalent eligible —
estimated_post_retrofit_site_energy_usages_by_fuel_type Estimated Post Retrofit Item eligible —
external_rebate_id External rebate id eligible —
installation_type Installation type eligible —
is_contractor_eligible Is contractor eligible eligible —
is_disadvantaged_community Is disadvantaged community eligible —
measured_pre_retrofit_energy_usage_kwh_equivalent Measured pre-retrofit energy usage kwh equivalent eligible —
measured_pre_retrofit_site_energy_usages_by_fuel_type Measured pre-retrofit site energy usages by fuel type eligible —
mf_building_income_bucket Multifamily building income bucket eligible —
mf_building_income_bucket Multifamily building income bucket eligible —
modeled_percent_energy_savings The calculated percent modeled energy savings where total energy use is first converted to eligible —
modeled_post_retrofit_energy_usage_kwh_equivalent Modeled post-retrofit energy usage kwh equivalent eligible —
modeled_post_retrofit_site_energy_usages_by_fuel_type Modeled post-retrofit site energy usages by fuel type eligible —
modeled_pre_retrofit_energy_usage_kwh_equivalent Modeled pre-retrofit energy usage kwh equivalent eligible —
modeled_pre_retrofit_site_energy_usages_by_fuel_type Modeled pre-retrofit site energy usages by fuel type eligible —
modeling_software_used Modeling software used eligible —
num_occupied_units Num occupied units eligible —
num_units Num units eligible —
num_units_meeting_income_bucket Num units meeting income bucket eligible —
portfolio_id Portfolio id eligible —
project_id Project id eligible —
rebate_type Rebate type eligible —
reservation_amount Requested reservation amount eligible —
reservation_amount Measured reservation amount eligible —
software_used_to_estimate_post_retrofit_energy_usage Software used to estimate measured savings eligible —
unit_name_or_number Unit name or number eligible —
unit_of_measure The energy unit for the energy_type. This enumeration is a subset of https://hpxml.nrel.go eligible —
unit_of_measure The energy unit for the energy_type. This enumeration is a subset of https://hpxml.nrel.go eligible —
unit_of_measure The energy unit for the energy_type. This enumeration is a subset of https://hpxml.nrel.go eligible —
unit_of_measure The energy unit for the energy_type. This enumeration is a subset of https://hpxml.nrel.go eligible —
upgrade_type Upgrade type eligible —
upgrades Homes upgrades eligible —
binary_file_content_base_64 Binary file content Base64 files —
description Description files —
file_name File name files —
file_purpose File purpose files —
file_purpose File purpose files —
file_type File type files —
file_type File type files —
electric_cooking_appliance_original_details Electric Cooking Appliance Original Component Details measure —
electric_cooking_appliance_upgrade_details Electric Cooking Appliance Upgrade Component Details measure —
ahri_reference_number AHRI reference number redemption —
ambient_co_test_result None redemption —
annual_consumption The annual site usage for the specified fuel type. redemption —
ashrae_62_2_ventilation_calculated None redemption —
cavity_insulation_added None redemption —
cfm25 Total duct leakage cfm at 25 Pa pressure difference redemption —
cfm_flow_rate None redemption —
cooking_appliance_type None redemption —
count Count redemption —
drainage_system_condition None redemption —
energy_guide_estimated_energy_use_kwh None redemption —
energy_type A site fuel type. This enumeration is a subset of https://hpxml.nrel.gov/datadictionary/4. redemption —
equipment_and_material_cost Equipment and material cost redemption —
equipment_and_material_cost Equipment and material cost redemption —
equipment_and_material_cost Equipment and material cost redemption —
exterior_continuous_insulation_added None redemption —
installation_cost Installation cost redemption —
installation_cost Installation cost redemption —
is_final_project_redemption Is final project redemption redemption —
is_homeowner_aware_combustion_safety_tests_are_highly_recommended Is the homeowner aware that combustion safety tests are highly recommended for homes with redemption —
is_leakage_rate_known None redemption —
is_mail_in_rebate Is mail-in rebate redemption —
locations Location Item redemption —
max_amps None redemption —
measured_percent_energy_savings The calculated percent measured energy savings where total energy use is first converted t redemption —
measured_post_retrofit_energy_usage_kwh_equivalent Measured post-retrofit energy usage kwh equivalent redemption —
measured_post_retrofit_site_energy_usages_by_fuel_type Measured post-retrofit site energy usage by fuel type redemption —
model_number Model number redemption —
num_open_breaker_spots None redemption —
percent_ceiling_receiving_additional_insulation Choose the closest percent of total ceiling area that will receive (additional) insulation redemption —
percent_ducts_receiving_additional_insulation The percentage of the ducts that received additional insulation in the upgrade. Choose the redemption —
percent_floor_receiving_additional_insulation For estimating this percentage, use the total conditioned floor area `mf_conditioned_floor redemption —
percent_foundation_perimeter_receiving_additional_insulation For estimating this percentage, use the distance around the footprint that is determined b redemption —
percent_pipes_receiving_additional_insulation The percentage of the pipes that received additional insulation in the upgrade. Choose the redemption —
percent_wall_area_treated None redemption —
post_retrofit_inspection_passed None redemption —
product_description Product description redemption —
product_info Product Info redemption —
project_completion_date Project completion date redemption —
purchase_date Purchase date redemption —
purchase_date_time Purchase date-time redemption —
r_value_added Choose the R-value that best describes the amount of insulation added. redemption —
rebate_deducted Rebate deducted redemption —
safety_checks Safety Checks redemption —
safety_checks Safety Checks redemption —
storage_capacity None redemption —
total_rebate_payout Total rebate payout redemption —
unit_of_measure The energy unit for the energy_type. This enumeration is a subset of https://hpxml.nrel.go redemption —
upc UPC redemption —
upgrade_subtype None redemption —
vendor_coupon_id Vendor coupon id redemption —
was_partial_payment_made Was partial payment made redemption —
aggregator_company_name Aggregator company name reservation —
aggregator_id Aggregator id reservation —
allow_requested_reservation_amount_reduction Allow requested reservation amount reduction reservation —
building_name_or_number The name or number identifying a specific building at an address with multiple buildings. reservation —
cfm25 Total duct leakage cfm at 25 Pa pressure difference reservation —
cfm50 None reservation —
energy_data_evaluation_permission Energy data evaluation permission reservation —
foundation_type Pick the one with the most area reservation —
fuel_type None reservation —
fuel_type None reservation —
has_whole_house_ventilation Set to true if there is any existing exhaust fan, supply fan, HRV, ERV, or similar system reservation —
install_vendor_id Vendor id reservation —
insulation None reservation —
insulation_type The preexisting insulation type for the area to receive (additional) insulation. See https reservation —
is_leakage_rate_known None reservation —
is_leakage_rate_known None reservation —
max_amps None reservation —
mf_conditioned_floor_area Multifamily conditioned floor area reservation —
mf_num_bedrooms Multifamily num bedrooms reservation —
num_open_breaker_spots None reservation —
primary_duct_location The type of space in which the majority of the ducts being treated are located. reservation —
primary_heating_fuel_and_system_type None reservation —
primary_pipe_location The type of space in which the majority of the pipes being treated are located. reservation —
project_reservation_date Project reservation date reservation —
sf_conditioned_floor_area Single-family conditioned floor area reservation —
sf_num_bedrooms Single-family num bedrooms reservation —
state_attests_existing_fossil_fuel_system_not_replaced State attests existing fossil fuel system not replaced reservation —
state_attests_new_construction_cost_effectiveness None reservation —
storage_capacity None reservation —
upgrade_subtype Upgrade suptype reservation —
upgrade_subtype None reservation —
water_heater_fuel_and_system_type None reservation —