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Workflow 15.1

50122 · post-purchase · multifamily, tenant-occupied · tenant claims · manual reporting

What DOE prints on the diagram
  • Initiated by Installer, Aggregator*, or Eligible Entity Representative (EER) On Behalf of Unit Tenant
  • Multi-Family Building
  • Rebate Redeemed Post Equipment Purchase
  • Only Applicable to In-Unit Upgrades
The swimlanes, left to right
TenantBuilding 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 Tenant.

156
fields this workflow sends
102
of them required
2
ruled out, with PNNL's reason
9
people on this job

Who is on the hook here

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

Installer 129 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 89 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
Tenant 24 fields
Occupies the dwelling and does not own it.
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 upgrade_type * energy_data_evaluation_permission * conditioned_floor_area_sq_ft * conditioned_floor_area_sq_ft * primary_heating_fuel_and_system_type * year_built * year_built *
Building owner 22 fields
Owns the property. On an owner-occupied job this is also the occupant.
mf_building_income_bucket num_units_meeting_income_bucket building_project_type * city claimant_type * construction_type * contractor_company_name * contractor_name * email * last_name * state * unit_name_or_number zip_code installation_type * upgrade_type * energy_data_evaluation_permission * mf_conditioned_floor_area mf_num_bedrooms num_occupied_units num_units 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
sf_conditioned_floor_areaSingle-family only; workflow 15.1 is multifamily.
sf_num_bedroomsSingle-family only; workflow 15.1 is multifamily.