Workflow 4.1

50121 · modeled · single-family, owner-occupied · manual reporting

What DOE prints on the diagram

50121 Modeled Rebate Initiated by the Installer or Aggregator* for a Single-Family, Owner-Occupied Home

The swimlanes, left to right

Building OwnerClaimant (Installer or Aggregator)VendorState or TerritoryProgram ImplementationDOE API

The Claimant column is a slot, not a person: here DOE fills it with Installer or Aggregator. 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.

fields this workflow sends

of them required

ruled out, with PNNL's reason

people on this job

Who is on the hook here

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

Program implementer 9 fields

Runs the programme day to day: review, verification, payment.

rebate_deducted * total_rebate_payout was_partial_payment_made external_rebate_id * portfolio_id project_id rebate_type * reservation_amount claimant_payment

Building owner 17 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

DOE API 3 fields

Federal. Returns values rather than being sent them.

is_disadvantaged_community address_id * applicant_id *

State administrator 6 fields

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

state_attests_proof_of_identity_ownership_income * is_contractor_eligible * post_retrofit_inspection_passed * aggregator_id install_vendor_id * contractor_dac_incentive

Aggregator 2 fields

Claims on behalf of others, and is paid instead of them.

aggregator_company_name portfolio_id

Installer 50 fields

Does the work on site.

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 unit_of_measure * unit_of_measure * unit_of_measure * unit_of_measure * unit_of_measure * estimated_percent_energy_savings estimated_post_retrofit_energy_usage_kwh_equivalent modeled_percent_energy_savings modeled_post_retrofit_energy_usage_kwh_equivalent modeled_pre_retrofit_energy_usage_kwh_equivalent modeling_software_used software_used_to_estimate_post_retrofit_energy_usage equipment_and_material_cost * installation_cost * project_completion_date * binary_file_content_base_64 * description file_name * file_purpose * file_type * project_reservation_date rebate_type * reservation_amount annual_consumption * and 10 more →

Not part of this workflow

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

Field	Why not
mf_building_income_bucket	If '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_bucket	If '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.
measured_percent_energy_savings	Workflow 4.1 is the modeled pathway; this is a measured-pathway field.
measured_post_retrofit_energy_usage_kwh_equivalent	Workflow 4.1 is the modeled pathway; this is a measured-pathway field.
measured_post_retrofit_site_energy_usages_by_fuel_type	Workflow 4.1 is the modeled pathway; this is a measured-pathway field.
measured_pre_retrofit_energy_usage_kwh_equivalent	Workflow 4.1 is the modeled pathway; this is a measured-pathway field.
measured_pre_retrofit_site_energy_usages_by_fuel_type	Workflow 4.1 is the modeled pathway; this is a measured-pathway field.
ambient_co_test_result	This field belongs to the 50122 (HEEHR) payloads; workflow 4.1 is 50121 (HOMES).
ashrae_62_2_ventilation_calculated	This field belongs to the 50122 (HEEHR) payloads; workflow 4.1 is 50121 (HOMES).
state_attests_any_failed_inspection_remediated	This field belongs to the 50122 (HEEHR) payloads; workflow 4.1 is 50121 (HOMES).
drainage_system_condition	This field belongs to the 50122 (HEEHR) payloads; workflow 4.1 is 50121 (HOMES).
num_occupied_units	If '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	Multifamily only; workflow 4.1 is single-family.