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Workflow 12.1

50122 · post-purchase · single-family, owner-occupied · manual reporting

What DOE prints on the diagram
  • Initiated by Installer, Aggregator*, or Eligible Entity Representative (EER)
  • Single-Family, Owner-Occupied Home
  • Rebate Redeemed Post Equipment Purchase
  • Applicable to All Upgrades
The swimlanes, left to right
Building OwnerClaimant (Installer, Aggregator, EER)VendorState, Territory, or TribeProgram ImplementationDOE API

The Claimant column is a slot, not a person: here DOE fills it with Installer, Aggregator, EER. On this workflow that resolves to Installer, and whoever lives there is Building owner. There is no Tenant column, because the owner is the occupant — so this job has one household person, not two.

152
fields this workflow sends
102
of them required
6
ruled out, with PNNL's reason
8
people on this job

Who is on the hook here

Each group is a journey somebody has to be able to complete.

Installer 127 fields
Does the work on site.
contractor_incentive building_name_or_number building_project_type * city claimant_type * construction_type * contractor_company_name * contractor_name * county email * last_name * project_id state * street * street_number * unit_name_or_number zip_code ahri_reference_number installation_type * model_number product_info * upc upgrade_subtype * upgrade_subtype * upgrade_subtype * upgrade_type * energy_guide_estimated_energy_use_kwh * equipment_and_material_cost * equipment_and_material_cost * installation_cost * installation_cost project_completion_date * purchase_date purchase_date_time ambient_co_test_result ashrae_62_2_ventilation_calculated * binary_file_content_base_64 * description file_name * file_purpose * and 87 more →
Program implementer 7 fields
Runs the programme day to day: review, verification, payment.
rebate_deducted * external_rebate_id project_id allow_requested_reservation_amount_reduction is_final_project_redemption * reservation_amount is_mail_in_rebate
Building owner 26 fields
Owns the property. On an owner-occupied job this is also the occupant.
dwelling_unit_income_bucket building_name_or_number building_project_type * city claimant_type * construction_type * contractor_company_name * contractor_name * county email * last_name * phone * state * street * street_number * unit_name_or_number zip_code installation_type * upgrade_type * energy_data_evaluation_permission * conditioned_floor_area_sq_ft * conditioned_floor_area_sq_ft * sf_conditioned_floor_area sf_num_bedrooms year_built * year_built *
State administrator 7 fields
Focus, acting as Wisconsin's administrator. Signs the attestations.
state_attests_proof_of_identity_ownership_income * is_contractor_eligible * post_retrofit_inspection_passed * state_attests_any_failed_inspection_remediated * install_vendor_id * state_attests_existing_fossil_fuel_system_not_replaced state_attests_new_construction_cost_effectiveness *
DOE API 2 fields
Federal. Returns values rather than being sent them.
address_id * applicant_id *
Vendor 5 fields
Sells the product. On the coupon lane, takes the coupon at the till.
ahri_reference_number model_number upc upgrade_type * is_mail_in_rebate

Not part of this workflow

Derived from the schema's own conditions, with DOE's wording where PNNL wrote it.

FieldWhy not
mf_building_income_bucketIf 'building_project_type' is 'MULTIFAMILY_IN_UNIT', then 'mf_building_income_bucket', 'num_occupied_units', and 'num_units_meeting_income_bucket' must not be provided.
num_units_meeting_income_bucketIf 'building_project_type' is 'MULTIFAMILY_IN_UNIT', then 'mf_building_income_bucket', 'num_occupied_units', and 'num_units_meeting_income_bucket' must not be provided.
mf_conditioned_floor_areaMultifamily only; workflow 12.1 is single-family.
mf_num_bedroomsMultifamily only; workflow 12.1 is single-family.
num_occupied_unitsIf 'building_project_type' is 'MULTIFAMILY_IN_UNIT', then 'mf_building_income_bucket', 'num_occupied_units', and 'num_units_meeting_income_bucket' must not be provided.
num_unitsMultifamily only; workflow 12.1 is single-family.