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Workflow 16.2

50122 · post-installation · single-family, owner-occupied · do-it-yourself · real-time reporting

What DOE prints on the diagram
  • Initiated by Building Owner (DIY), Aggregator*, or Eligible Entity Representative (EER)
  • Single-Family, Owner-Occupied Home
  • Rebate Redeemed Post Installation
  • Not Applicable to Upgrades Requiring a Limited Home Assessment
The swimlanes, left to right
Claimant (Building Owner, Aggregator, EER)InstallerVendorState, Territory, or TribeProgram ImplementationDOE API

The Claimant column is a slot, not a person: here DOE fills it with Building Owner, Aggregator, EER. On this workflow that resolves to Building owner, 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.

89
fields this workflow sends
64
of them required
10
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.

Program implementer 6 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
Building owner 27 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 * county email * last_name * phone * project_id state * street * street_number * unit_name_or_number zip_code installation_type * upgrade_type * energy_data_evaluation_permission * binary_file_content_base_64 * description file_name * file_purpose * file_type * reservation_amount sf_conditioned_floor_area sf_num_bedrooms
State administrator 6 fields
Focus, acting as Wisconsin's administrator. Signs the attestations.
state_attests_proof_of_identity_ownership_income * 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 *
Installer 58 fields
Does the work on site.
building_project_type * city construction_type * email * state * zip_code installation_type * upgrade_subtype * upgrade_subtype * upgrade_subtype * upgrade_type * energy_guide_estimated_energy_use_kwh * equipment_and_material_cost * installation_cost * installation_cost project_completion_date ambient_co_test_result ashrae_62_2_ventilation_calculated * binary_file_content_base_64 * is_homeowner_aware_combustion_safety_tests_are_highly_recommended * project_reservation_date cavity_insulation_added cfm25 cfm25 cfm50 cfm_flow_rate * cooking_appliance_type * drainage_system_condition exterior_continuous_insulation_added foundation_type * fuel_type * fuel_type * has_whole_house_ventilation * insulation * insulation_type * is_leakage_rate_known * is_leakage_rate_known * is_leakage_rate_known * locations * max_amps * and 18 more →
Vendor 1 fields
Sells the product. On the coupon lane, takes the coupon at the till.
upgrade_type *

Not part of this workflow

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

FieldWhy not
contractor_incentiveIf 'installation_type' is not 'CONTRACTOR_INSTALLED' then 'contractor_incentive' must not be provided.
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.
contractor_company_nameWorkflow 16.2 is do-it-yourself, so there is no contractor to name.
contractor_nameWorkflow 16.2 is do-it-yourself, so there is no contractor to name.
is_contractor_eligibleWorkflow 16.2 is do-it-yourself, so there is no contractor to name.
mf_conditioned_floor_areaMultifamily only; workflow 16.2 is single-family.
mf_num_bedroomsMultifamily only; workflow 16.2 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 16.2 is single-family.